The following article illustrates how to generate a batch statement.
Navigate to Desired Account List View
- Select Desired Account View
- Click GO
Select Desired Accounts
Choose the accounts you wish to include in the Batch Account Statement process by checking them to highlight.
Select Batch Account Statement Button
After highlighting desired Accounts, click Batch Account Statement button.
Generate Account Statements
Select
- Intended Account Statement Email Template
- Desired Matter
-
Start and End Dates
- Select individual dates per Account/Matter whether an email should be generated.
- Click Generate
Account Statement Generation
Regardless of the choice for emailing of statement, a statement will be stored on the account page.
Troubleshooting Notes
The 'Statement Recipient' (a contact with a 'valid' email address ONLY) needs to be added to the Account page if you are either creating/emailing an Account Statement from the Account page.
If you are attempting to create and/or send an Account Statement and that account does not have a statement recipient chosen and that statement recipient does not have a valid email address then the Statement will fail.