Configure and email statements (bulk)

Fred Office Plus

Fred Office Plus can be configured to automatically email statements after the statement batch has been generated. Alternatively, once statements are generated, they can be emailed in bulk manually, or sent individually. Before they can be emailed however, Fred Office Plus and the accounts must be configured for email sending.

Prerequisite: Configure emailing

Set up email templates

There is no limit to the number of templates you can set up.

1. Go to Contacts, then select Statements, then click Statement Options from the toolbar. The Account Options screen displays.
2. In the Email Templates tab, click Add to display the Email Template screen.
3. In the Name field under Template, enter an appropriate name for your email template.
4. Under Email Content, compose the body of your email.
5. To finish, click OK.
6. Click OK once more to return to Fred Office Plus.

You can cut and paste your pharmacy logo.

Set up account email addresses

An account must be marked to send statements via email, with an email address entered into the correct section.

1. Go to Contacts, then select Accounts.
2. Search for and open the account.
3. Go to the Statements tab.
4. Under Send Statement Option, select the Email Statements checkbox and enter an email address.
   
5. Click Save and Close.

A customer's statement can be sent to multiple email addresses by separating them with a semicolon [ ; ].

Enable the option to send statements by email for all accounts

Before setting this option, ensure that customer email addresses have been set up.

1. Select the accounts to email statements to.
2. Right-click the highlighted account cards, and then select Perform Quick Action.
3. Quick Action Wizard displays.
4. In the Select Action window, expand Statement Settings, choose the Set Email statement option, and then click Next.
5. In the Configure Actions window, select Send Statements By Email, and then click Next.
6. In the Preview Changes window, select the accounts to email statements to.
7. When finished, select Confirm, then click Next.
8. In the Finished window, click Finish.

This Quick Action can be performed from wherever a list of accounts can be selected. For example, from the Main Contacts or the Accounts screens, or from a report.

Configure statements to automatically send

1. Go to Contacts, then select Statements.
2. Under the Statement Schedules section do one of the following:
   • Select Add to create a new scheduled run.
     - or -
   • Select a schedule and click Edit to modify an existing scheduled run.
3. Under Auto Email Settings select Enable auto sending emails on statement run completion.
4. Select the Email Template and apply any email options you want.
   
5. Click OK.

Send scheduled statements by email manually

If emailing a large number of statements, it is recommended to schedule them to send outside of business hours.

1. Go to Contacts, then select Statements, then select the Statement Batch you want to email then click Email to open the Email Statement screen.
   
2. Select the accounts you wish to email statements to.

3. Configure your Email Options:

   Item	Description
   Statement Restrictions	Restrict which accounts should be included for emailing. Focus on a specific account group such as accounts in a Nursing Home or a user-defined account group.
   Email Settings	Choose a predefined email template. Schedule when to send the email.

4. When ready, click Send.

Re-send a statement

1. Go to Contacts, then select Statements.
2. Within the Statement Email Summary section click Summary to open the Email Summary screen.
3. Select the statement you want to re-send from the list.
4. Click Re-send (on the right-side of the Summary screen).

Related links

• Individual account statements
• Apply a fee to an account group