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 statement with 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. From the top right corner of the screen open the Report menu:
   
4. Hover over the Mass Email option
5. Select Statement Email to open the email form
6. Fill out subject line with: Ner Israel Dinner Statement
7. Copy text from attached file EmailStatementCoverLetter.txt.
8. Select the "HTML code" radio button on the bottom right of the email form
   
9. Paste the body of the email into the body section of the email form
   
10. Select the HTML radio button to make sure that the body is displaying correctly
11. 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): 
12. Hit "Send EMail"
    
13. For everyone else add a query: generic/MAlerts/AlertType/Statement Fund, Add then Exclude
14. Rerun the query.