Download and Send Statements

When "Journaling" is enabled, Invoices and Receipts will be created in the member profile under "Sales and Purchases".
You can Download and Send(Email or SMS) a summarized statement of all the invoices and receipts directly to the member.

Step1. Navigate to Contacts-People-Accounts

Step2. Select one of your member accounts and view

Step3. Scroll down to Sales and Purchases.

Step4. Download Statements

Click on Download Statement:

On statement interval, choose a date range

And by statement type, choose to either have a summarized or detailed invoice

Step5. Send Statement

Here you can send an invoice/receipt to the member or someone else.

Click on Send Statement

When you select email as the Method, the template will point to your default email invoice template and you can change the Recipient address as well, but it will populate the current member email address.

You can also send the statement via SMS, the SMS template will populate automatically, the Recipient number is the current member's mobile number but you can change it to someone else.