Sending a Statement

Below are guides for sending a statement for both Conserva and OLP.

 

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# Statements are a great way for a client to make one payment that covers multiple invoices. Follow below to learn more about statements in ServiceMinder.

Here is a video talking about Statements: https://olbit.s3.amazonaws.com/FAQs/Send%20a%20Statement%20in%20ServiceMinder.mp4

1. Navigate to the contact that you want to send a statement to

2. Click on Email

3. Select * CON - Contact Statement

4. Send the email to the client.

5. When the client clicks "View Statement" it takes them to this page.

6. They will also be able to access this from an individual invoice.

 

 

 

OLP - Statements in ServiceMinder

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# You can now send Statements in ServiceMinder. This allows clients to make one single payment to cover multiple open invoices.

1. Navigate to the contact you want to send a statement to.

2. Click on Email

3. Select *OLP-Contact Statement

4. Click "Send"

5. This is what the client will see when they click "View Statement"

6. They can also see their open invoice and access the statement from any individual invoice.