Email statements to families enrolled in a specific session

Issue/Question

How can I send statements to all families in my current season?

To generate email statements to families enrolled in a specific session:

Go to Reports > Find Reports > Transactions/Financials > click Statements-Email
Select the criteria: Status - Active > Enrollment Status - Currently Enrolled > Enrolled in Session = select your session drop down > determine if you wish to Skip Zero Balance Accounts
In the Transaction Search section, choose the Search Transaction History days or the Transaction Date From and Through
Under Format Options, choose the criteria to include on the Statement
Scroll to the bottom, under Email Information, to select Email Replies Sent To email from the drop down
Scroll up to the top left, click Preview Email Statements List
If you wish view a statement before sending, select View on the contact to preview
When ready to send, Check All Rows > Send Emails

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