For center administrators with access to this area.

Send a statement for the selected family or families after reviewing its date range and balances.

Steps

1. Open Money and the outstanding-families view, then select only the intended families.

2. Choose Statement or Statements. The number in the label depends on your selection.

3. Review the From and To dates, recipients, opening balance, activity and closing balance.

4. Check any missing-email or other errors and review the statement content before sending.

5. Complete the confirmation and choose Email it.

6. Read the per-family send results and address any failures before attempting another send.

Check the result

A statement summarizes account activity. Sending it does not take a payment, change a balance or prove the family received it.

The recording’s family counts and amounts are examples. Check the actual selection and date range every time.

Interactive walkthrough: Send Family Outstanding Billing Statement Reminders in Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window