You are now in a position to send statements to owners and request payment for products and services provided to horses on the property during the month.
Select View Statements and review statements as needed by clicking on View Statement. The list can also be printed or exported to Excel
The next section allows you to see the email details and who replies will go to. This can be set up under Options/Settings/Communications. The emails Subject and Email message can also be set up as a default under Communications. The message can be changed on this screen as a one off message if required.
Enter who you want to send a blind copy of the email to so you ahve a record of the emails
Add an attachment to send with statements for example a PDF publicity brochure or terms and conditions information sheet.
Once this is done, select Email statements. A spinner will appear as each email is sent. Once the process has finished it will let you know if there are any statements to be printed
To print statements, select Print Statements button and the system will generate PDFs that can be printed.
Once confirmation has been provided that you emails have sent, you can click Finish.
Congratulations! you have finished your month end and sent out statements to owners.
There is still some more handy information to know once the month end is completed, please check out the guides in the Extras section
