Frequently Asked Question

The following instructions were written for emailing statements to multiple accounts. (And then sending to non-email accounts by mail.) The same instructions are true when sending receipts (just replace the statement with the receipt). Statements and receipts can also be sent for each individual charge/payment by clicking the print option found on the line of the payment/charge in the Donation/Payment or Pledge/Charge tabs in Accounts. 

1. Open Reports
2. Run the Statement report (query for desired results).
3. On the top right corner, click on the options menu and put a check mark next to "No Auto Shutdown." Please remove the check mark when you are done.
4. From the top left corner of the screen, open the Report menu:
   
5. Hover over the Mass Email option
6. Select Statement Email to open the email form
7. Fill out the subject line with: Ner Israel Dinner Statement or whatever the billing is for.
8. Copy text from the attached file, choose whichever corresponds to your billing.
9. Select the "HTML code" radio button on the bottom right of the email form
   
10. Paste the body of the email into the body section of the email form
    
11. Select the HTML radio button to make sure that the body is displaying correctly
12. In the drop-down on the bottom left of the page select the email address that you want the email to come from (usually mglazer@nirc.edu): 
13. Hit "Send EMail"
    
14. For everyone else, add to the query on the Generic tab: Choose Table "MAlerts", Choose field: "AlertType", below that choose: "Statement Fund", then click Add, and then click Exclude:
15. Rerun the report.