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Monthly Batch Statements

I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.

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    Michelle JohnsonMichelle Johnson shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    6 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        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 MosesWoody Moses commented  ·   ·  Flag as inappropriate

        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!!!

      • Ed TEd T commented  ·   ·  Flag as inappropriate

        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

      • JasonRedlarskiJasonRedlarski commented  ·   ·  Flag as inappropriate

        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.

      • thevideomdthevideomd commented  ·   ·  Flag as inappropriate

        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

      • thevideomdthevideomd commented  ·   ·  Flag as inappropriate

        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!

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