Your CoreBridge System has the ability to automatically email your customers a PDF of their statement once a month. This feature can save you a tremendous amount of time and money.
Enabling Automatic Monthly Customer Statement Emails
Navigate to the Management Module > Customers > Communication. Under Customer Email Notifications, click on the Monthly Statements button.
IMPORTANT NOTE: TO ENABLE THE AUTOMATIC STATEMENT EMAILS, CHECK THE BOX AND SELECT THE DAY OF THE MONTH THEY SHOULD BE SENT.
Finally, edit your email template by entering the text as you want it to appear in the email subject and email body. When the email goes out, a PDF of the customer’s statement will be attached to the outgoing email. Any placeholder fields will be populated with the matching information in the system for that customer and contact.
Be sure to click Save All Settings on the lower right of the page when finished.
IMPORTANT NOTE: STATEMENT EMAILS ARE ALWAYS SENT TO THE BILLING CONTACT ASSIGNED ON THE CUSTOMER. IN ADDITION, ONLY CUSTOMERS WITH A BALANCE WILL BE SENT A STATEMENT. IF THE CUSTOMER HAS A ZERO BALANCE, NO EMAIL WILL BE SENT.