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How to Create a Monthly Recurring Statement

Updated

To Create the Action Alert:

  1. Go to Admin > Master File > Credit Class

  2. Choose the Credit Class that you would like to send the email to. Click here for more information on how to setup a Credit Class

  3. Click on the Add New Action Alert button

  4. Set Seq No. to 1. Click here for more information on Action Alert options and Seq No.

  5. Choose the Action Code for the Monthly Recurring Statement you previously created from the Action Code drop down

  6. Choose the box for Standalone. This box should appear blue when checked.

  7. Set the frequency days to the number of days you would like this to recur. For monthly, you may consider choosing 30 days.

  8. Under the Activity ID, choose EmailSend in the drop down menu.

  9. Save the Action Alert

To Process the Email:

  1. Go to Admin > Generate Actions

  2. Select the box next to Specific Credit Class

  3. Use the drop down menu to select the credit class for your email

  4. Select Generate for Preview Only. * This is not a required step but we recommend you also preview the email before sending to customers. Click here for items to review priot to go live for auto-emails.

  5. Repeat steps 1-3 and choose to Generate Actions which will send out the email to all customers