Sending Payment Requests from Statement Delivery
Along with your regular paper statements, payment requests can be sent out in bulk from the Statement Delivery page. To learn how to generate statements please read: Task Scheduling
To send a payment request for a statement first open the "Statement Delivery" page found in the Administration tab.
Next, select the statements, this can be done using the Select All button or by pressing shift and left-clicking to select a range of customers. Alternatively the "Select All" button can be used, the Payment Requests will only be sent out to customers with a Delivery Method of Email, SMS or Email and SMS. To send the payment requests use the Payment Request button.
This will open a confirmation dialog showing the valid accounts that payment requests will be sent to (accounts with email, SMS, or Email & SMS as their Delivery method). Click Yes to send the payment requests.
ℹ│The option to send a payment request can also be accessed by selecting the statements then, right-clicking anywhere on the right panel to open a menu and selecting Payment Request.
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