Statements and Testing Statements (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Reports and click.
3. Scroll to Charges in the Navigation bar and click.
4. Under Charges, find Statements and select.
5. Now that you're on the Customer Statements home page, you can do a multitude of things.
6. At the top of the main page, you can search by month, what kind of Delivery the customer uses (mail, email, etc.), or select the membership type(s). Once you have filled in those fields, click "Run Report".
7. At the bottom of the page you can send test statements to your test email, to fine tune any messaging or layouts in your statements you'd like.
8. At the bottom right of your page, you have the option to send a personal message along with your statement which is great for upcoming events, birthdays, registration deadlines, etc.
9. To send individual statements, once the member account has populated, click the box to the left of the members information, scroll to the bottom of the screen and click "Create Statement PDF's". This will create statements only for members boxes that were checked above.