Sending Repeating Transactions via Email?

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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sydneyfhumc
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Joined: Thu Sep 08, 2022 10:47 am

Sending Repeating Transactions via Email?

Post by sydneyfhumc »

Our church preschool is looking into using the Accounts Receivable module in Powerchurch. I have successfully sent myself a test invoice for monthly tuition. I am wondering if there is a way to automatically send the invoice to all parents via email? Similar to sending a contribution statement via email... Powerchurch knows to send Johnny Appleseeds contribution statement to his email, and Jane Doe's contribution statement to her email, but all I have to do is click one button on my end to initiate the sending. I hope that makes sense. I am thinking that this is not an option and we would have to go to each individual customer (parent) and click "email invoice". We were hoping to create a list of customers, input their monthly invoice one time upon setting them up, and each month on the first be able to click "email invoice" and each respective invoice would go to each parent's email.

Zorak
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Re: Sending Repeating Transactions via Email?

Post by Zorak »

There is an "Email Invoice" checkbox option on the Maintain Customers screen in Accounts Receivable.

When you Print Invoices from Accounts Receivable reports, there is an "Email Invoices" checkbox option on the opening screen. It will send via email the ones that it can and print the rest.

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