Batch print/email Account statements
I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.
We’re collecting comments and votes for now, no actual development is planned so far
For those who are not in the know: you can send individual invoices but you cannot (at this time) use one click to batch send out invoices to all participants in an event, or only to those still due some monies. To send out individual emails with invoices: click on the event, click on Registrants & Invitees, click on a particular registrant, click on the Invoice # so you can see the invoice (showing what is due) and then click on Send Email. This will send an email to the registrant only, with his invoice included in the email. Beware! Default reply-to is a defined contact and you may want to change this via the event itself: click on the Event, choose Emails and then see who the Event Organizer is, edit if needed.
Woody Moses commented
I do not think WA understands that a fair number of our members are CEO's or Top management whom hand the administrative stuff to their AA's or accountant. Yes!! We all need help with this ASAP"". I would think a header would at least be a fairly quick fix. No way to grow the organization if we cannot automate!!!
LeBon Abercrombie commented
Agree that this needs to be part of a fully-functioning Accounts Receivable system, and WA needs to include such a system.
We send our paper renewal letters to lapsed members, solicitations, and special event announcements and we need to be able to include the names of all members in a bundled membership.
We do a work around, by exporting to Excel then manually matching bundle members to their administrator. Very time intensive and prone to many mistakes!
Is there a way to export the memberships so that the bundle members are integrated into the bundle administrator's account?
Ed T commented
we desperately need the ability to PRINT out statements for mailing for those members who have outstanding balances. We enter the members on our back end and our membership is older at rarely goes to the site and often don't check their emails.
Nancy Clark commented
Improve Bundle Membership – recognize the company name as a member and suggest to an individual they request to be linked for member benefits. Provide ability to email bundle admin with all linked members info to prompt them to update their profiles online. Provide ability to register multiple linked members for a meeting & get 1 invoice. Select the individuals from a list of linked records, enter registration form information for each & guest info.
John King commented
1. Add the ability to send out Statements.
2. Make the bundle system a bit easier to use.
Ed T commented
Since our membership is an older crowd they do not look at e-mails; so it would also be important to have the system allow for the printing out of all statements with balances - the statements would have their name and address to allow mailing through see through windows plus our name and logo to indicate who is billing them
I'm amazed that a membership website does not have the capacity to automatically email a pdf of the member's monthly statement. This is a basic requirement of any membership system. I see through the forum that this was raised in 2012. The fact that this has not been included is the main reason I am now looking for an alternate online membership management site.
First time user; we are getting ready to send out a couple of hundred monthly statements - most members are not opening their e-mails; can't think of anything more annoying than having to do this one by one (plus that whole export to pdf thing makes printing each one that more painful) Plus we will need to attach the printed statements to a form letter because there is no way to customize the statement with our name and logo - UGH
I could not agree more - plus the statements need to have the company name/logo at the top and the address of the client to facilitate the mailing of the statements for those who do not have or use their e-mail!
You can use a workaround: using advanced search, find all contacts with non-zero balance and export them into excel file. Then you can use Mail Merge function to create printable invoices to mail afterwards.
I am a new user and our need is to batch identify those accounts with non zero balances, to print them all with one click of a print button, and to mail the printed statements. We need this functionality as many of our members are older and don't check or in some cases even have e-mail and they are used to paying by check. In order for this to work the following changes would need to take place:
1) a way to identify all accounts with balances as per a certain date
2) a way to batch print those statements
3) the ability to put the company name and/or logo at the time of the statement and
4) have the address of the client at the top so that we know where to mail the statements to
You seem to have an excellent product but the lack of this relatively simple bookkeeping functionality seriously detracts of its usefulness.
I'm sorry, I misunderstood your question initially (I deleted my previous comment).
You're right - Account Statement screen was initially designed for internal administrator purposes only and therefore there are only export buttons there. But we have received a number of comments that admins want to be able to email this screen to their members, even email the statements in batch for all members with overdue balance.
I would like collect more comments on this subject. What is the ideal scenario for your organization to use account statement? Do you want to email them or print and mail? Do you want to send them ad-hoc, one by one or email/print them in batch on regular basis?
It would be great if we could email the Account Statement to the contact directly from WA.
Tracy Brown commented
The current Account Statement does not include the company information. It only includes the members information. The statement can not be mailed to members because it does not show who it is from.