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

Was this article helpful?

Share your feedback

Cancel

Thank you!