Steps to send a statement to a single client
Step 1 - Select Clients on the top navigation bar > Click the client name to open the client record.
Step 2 - Select the Financial tab - then Statement tab.
Step 3 - Select the Period from the drop-down menu.
Step 4 - Click the green Email Statement Button
Step 5 - The Email Preview will appear on screen, edit the text if required.
Step 6 - Click Send Email.
Steps to send a mailshot statement to a group of clients
This section explains how to create a mail shot to send financial statements to your clients, in which you can target everyone with an outstanding balance.
You can send statements to your clients from MagManager to summarise their account with you, or to notify them of overdue payments.
Step 1 - Select Reports on the top navigation bar
Step 2 - Select Create Mailshots > Click in the grey box > Select New Mailshot.
Step 3 - Under Communication Type, Base my Communication on: Select Statements
Step 4 - Choose Outstanding or Activity
You will now see some options to refine your search, and you can select more than one. If you leave all options empty, all of your clients and prospects will be selected.
Statements for outstanding invoices
Select Outstanding > If required choose to exclude Direct Debit and/or Standing Order customers.
Click Search > MagManager will return a list of clients with outstanding invoices.
Statements for all activity within a time period
Select Activity > Enter the start and end dates you are interested in.
Click Search, MagManager will return a list of clients with invoices raised in this period.
Step 5 - Sending the statement emails
From the results of your search (above), select the clients you wish to email.
Click the green Select/Create Email button.
Tip: the grey box at the top will indicate the number of clients selected.
Base My Email On > select an existing template from the drop-down menu or create a new one.
Including the ‘Statement’ token in the email will display the relevant statement for your selections.
When you are ready, click the green Preview and Send button.
A Preview email will appear, displaying the send options:
Blue button - Send All Emails - will send all the emails at once.
Orange button - Skip and Next Email - will skip sending the displayed email and move onto the next one for review
Green button - Send and Next Email - will send the displayed email and move onto the next one for review.
