The process for setting up these email statements is easy, we will set up a training session with you and view your screen as we walk you through the steps. With a simple export of data from your membership management system, you will be able to import all outstanding payment information and the corresponding members email address so that each member receives one email with their statement laid out in a similar format to the paper statement they receive today. In addition to receiving an electronic statement, you have the ability to attach a customized form to the bottom of the statement. This will give you the option to ask members to include an additional donation, sign up for an upcoming event, choose to “go green” so they no longer receive paper statements etc.
Below you will see a sample email that your members will receive with a link to their individual statement, a sample statement with multiple line items and the addition of a form at the bottom of the statement requesting additional contributions:
Contact a member of the PayQuiq team today to set up your Email Statement training.
-The PayQuiq Team