Difference between revisions of "Notification Letters"
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Notification letters may be sent prior to the member billing month thanking them for their membership and notifiying them that their membership dues will soon be billed. | Notification letters may be sent prior to the member billing month thanking them for their membership and notifiying them that their membership dues will soon be billed. | ||
| − | #Click Billing in the left-hand menu. | + | #Click '''Billing''' in the left-hand menu. |
| − | #Click the Reports tab. | + | #Click the '''Reports''' tab. |
| − | #Click Notification Letters in the letters section of the Reports tab. | + | #Click '''Notification Letters''' in the letters section of the '''Reports''' tab. |
#Complete the filter as desired, making sure to select the desired Sales Month. | #Complete the filter as desired, making sure to select the desired Sales Month. | ||
| − | #Click Refresh Listing. | + | #Click '''Refresh Listing'''. |
| − | #Double-check the Output column to ensure the correct delivery method is selected for each member. | + | #Double-check the '''Output''' column to ensure the correct delivery method is selected for each member. |
| − | #Click Create Letters to use the existing, selected template. (or click Letter Template: to edit the current template) | + | #Click '''Create Letters''' to use the existing, selected template. (or click '''Letter Template''': to edit the current template) |
#Select the desired Delivery method: Email or Print Letters. | #Select the desired Delivery method: Email or Print Letters. | ||
| − | #If selecting Email, double-check the Email From address and Subject Line and then click Send Emails. (or first click Preview Emails if desired) | + | #If selecting Email, double-check the '''Email From''' address and '''Subject Line''' and then click '''Send Emails'''. (or first click '''Preview Emails''' if desired) |
| − | :'''Note: '''Include return address should be selected if you desire that your | + | #:'''Note: '''Include return address should be selected if you desire that your association return address be placed at the top of the printed output. |
| − | #If selecting Print Letters, click Print Letters to view and print the letters. | + | #If selecting '''Print Letters''', click '''Print Letters''' to view and print the letters. |
| − | #If needed, click Create Letters again and select Print Labels as the Delivery Method to print matching labels for the printed letters. | + | #If needed, click '''Create Letters''' again and select '''Print Labels''' as the Delivery Method to print matching labels for the printed letters. |
Latest revision as of 14:22, 14 April 2016
Notification letters may be sent prior to the member billing month thanking them for their membership and notifiying them that their membership dues will soon be billed.
- Click Billing in the left-hand menu.
- Click the Reports tab.
- Click Notification Letters in the letters section of the Reports tab.
- Complete the filter as desired, making sure to select the desired Sales Month.
- Click Refresh Listing.
- Double-check the Output column to ensure the correct delivery method is selected for each member.
- Click Create Letters to use the existing, selected template. (or click Letter Template: to edit the current template)
- Select the desired Delivery method: Email or Print Letters.
- If selecting Email, double-check the Email From address and Subject Line and then click Send Emails. (or first click Preview Emails if desired)
- Note: Include return address should be selected if you desire that your association return address be placed at the top of the printed output.
- If selecting Print Letters, click Print Letters to view and print the letters.
- If needed, click Create Letters again and select Print Labels as the Delivery Method to print matching labels for the printed letters.
