SENDING OF ACCOUNT STATEMENTS

·How do I send my residents their Account Statements in bulk?:


Route: Administration > Top menu "balances" > You can use the selection tool or individually select each unit > Click on the "Send mass account statement" button.












You will be able to choose any of the 3 options below the search box:

FILTER


Or, select the units you need from the box on your left side:


BOX


A page will open allowing you to select:

- Sending profiles.
- Dues.

As well as add comments to its residents.





Click on the "Generate" button > being able to observe the information of the units to which your account statement will be sent > Click on the mail icon to send via email.



· It is also possible to send your residents their account statements individually:


Route: Administration > Top menu "units" > Select the unit to which you want to send > "Account status" section > Click on the mail icon to send via email.







A page will open allowing you to select:

- Sending profiles in "Send by mail to".

So how to add comments to your residents > Click on the "Submit" button.





Note: You will always have the magnifying glass icon to preview your shipments.

Updated on: 15/06/2022

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