Email Statement Batches

Need to email a statement batch to all clients/debtors that have email addresses and run the batch report to exclude clients with email addresses so those ones can be posted.

Follow the steps below to email statement batches to clients/debtors that have email addresses:

1. Go to Accounting Form >> Money In >> Statement Batches (or Front Office > Statement Batches) and click Get Data
2. Locate the statement batch you need to email and click on 

  3.  Click Send Emails

   
4. The Gensolve Practice Manager E-mail Sender form will open.

   
5. Make the necessary changes and click Send Emails

Note: If you click Cancel Send while the emails are being sent, you will be presented with a message such as the below.