2d0c0a35452c26b19dfd1803d20ef868a4b2d537
Send-Parent-Statements.md
... | ... | @@ -14,6 +14,8 @@ Generating statements in bulk follows a similar process but with a few more opti |
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15 | 15 | Extracts > Produce Statements, **'Add'**, fill in the **Date From** and **Date To** plus the number of **Weeks to Project** if intending to bill in advance. A **Note** may also be added to the statement. |
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17 | +If you have set up Direct Debit Frequency & Direct Debit Filters in the parent direct debit tab, you can use these when invoicing, if not just ignore the filters. |
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17 | 19 | When the details are correct click **Confirm**. A statement will be generated, the parents will be emailed a link to download the statement if they have an email address on file and the statement will become accessible on the **Statements** tab. |
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19 | 21 | If all parents have an email the message 'Nothing to Generate' will appear, if not you will see Sent/Unsent figures ie. 86/90, you can then generate and download the (example) four statements for parents without emails. |
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