Sending eStatements
Sending eStatements
Prior to sending eStatements, you must generate the statements from the Homeowners > Print Statements screen. If you are using universal navigation, click Accounting > Billing & Statements > Print Statements.
Select Homeowners > Email EStatements and click on the radio button appropriate to the desired view of jobs in the screen. The options are: If you are using universal navigation, click Accounting > Billing & Statements > Email EStatements.
Show only jobs with UNSENT Items
Show ALL jobs
Select a job from the eStatements Jobs dropdown. A default Status of Unsent will be set but may be changed to view All, Sent, or Deleted jobs.
Select the checkbox next to the homeowner(s) to whom an eStatement is to be sent and click Email. Once sent, eStatements appear on the homeowner Correspondence Listing as a System Note.
NOTE:
The Status will update to Sent for eStatements that are successfully sent. To view further details (e.g., the content of the email), go to the CINC WebAxis Admin Portal and select Administration > Review Sent Emails. If you are using universal navigation, click Communications > Broadcast > Review Sent Emails.