iCare Knowledge Base

iCare can send PDF versions of the current statements to parents through email.

 

1. Go to the Receivables tab.
2.  -> AR Statements tab.
3.  -> AR Statements (Current Ledger).
4. From the Available Reports, select "Current Statement / Payer Account Ledger (Adults)" and click "Okay".
5. When the grid is displayed, you can select groups of statements with the Data Filter buttons (for example, select a single Program Name) if you don't want to do all of the statements at one time.
6. Click the "Viewer" tab.
7. Click the "Email" button near the top and select "Email separate."
8. Each statement will be attached as a PDF to a new email. Click "Send" to send it or click the "X" to skip that one.

There is no way at the moment to skip clients without an email address (the email address in the email will say "Enter Recipient Address"). Just click the "X" to skip them. If you skip five emails in a row, iCare will ask you if you want to continue, so you can get out of the process if you need to.