Confirm and correct statement delivery

Confirm that a collection statement was delivered, investigate a bounce, and correct an outdated recipient before the next send.

Check statement delivery

1. In Collections, open the client and check the status on the client row.
2. Open Clients (or if on Aiwyn Practice, Clients & Contacts) → Email Delivery.
3. Filter Email Type to Collection Statement.
4. Find the client and review the delivery status for the relevant send.
5. If the address is wrong or the email bounced, correct the Billing Contact before another statement is sent.

Correct the recipient

1. In Collections, note the read-only address in To. It comes from the client's contacts enabled to receive statements.
2. If not on automated statements, do not approve the statement while the address is wrong. Skip the current draft if necessary.
3. Open Clients (or if on Aiwyn Practice, Clients & Contacts), find the client, and open the contact marked with Receives Statements flag.
4. Correct the email address in your practice management system (or if on Aiwyn Practice, correct the email address in Aiwyn).
5. Return to Collections and confirm that the next statement shows the correct To address.