This article only applies to firms who have not yet automated their smart statements (aka Collections).
Review and send an automatically generated statement to a client's contacts enabled to receive statements. You can edit the wording, add a file, or send yourself a test first.
Review and send
- Open Collections and select the client.
- Confirm the aging buckets and Total Balance.
- Verify From, To, Cc, and Bcc. The To address comes from the client’s contacts enabled to receive statements.
- Review Subject, Headline, and Message.
- Check the preview, including the aging table and Review & Pay button.
- If you have permission to edit and send statements, click Approve and Send. The email is sent immediately and cannot be reversed.
- Confirm the client row updates to show the send.
Edit the wording
Edit Subject, Headline, or Message directly. To add dynamic content, place the cursor and choose an option under Insert Variable. Review the preview and send yourself a test to ensure variables resolve. Your changes apply only to the current statement and do not update the statement template.
Add a file
Statements do not include attachments by default. To add one, click Add Attachment, then choose a PDF, Word, Excel, CSV, or PNG file from your computer. The file is included with the statement email. To remove it before sending, click the X next to the attachment.
Send yourself a test
Click Send Myself a Test, open the email, and verify the wording, variable values, aging table, and Review & Pay button. Test emails do not include attachments. Correct any issue and send another test before approval.