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From the Settlements section of the software, click the Print/Email Settlements button in the top right corner.
From this window select the customers that you wish to email.
You can use the Select All or Select None button to select or deselect every customer in the list.
Once the customers are selected click on the "Select Email Action" drop down menu in the top right corner.
Here you can choose to just email the settlements to your selected customers OR email the settlements AND create CurrencyPay invoices.
Once you have your selected customers and your email action selected click the "Email # Selected Settlements" button.
This will display a prompt window where you can enter:
- Reply To: In this field you can enter a reply to email address. Meaning any bidder who replies to this settlement email will reply to the address entered here.
- CC: In this field you can enter a Carbon Copy email address to receive a copy of the email you're about to send.
- BCC: In this field you can enter a Blind Carbon Copy email address to receive a copy of the email you're about to send.
- Subject: This field will act as the Subject line for your email.
- Body: This field will act as the Body of the email that your bidders receive. This field comes populated with code that will default to say, "Please use the below link to view your statement for 'Last Name, First Name." Followed by a link to that customers settlement. This code is designed so that the bidder only sees their settlement.
You can use the space above of below this auto-populated text to customize this email any way you desire.
Once the email is organized the way you like, click the Send button to send to all previously selected recipients.
The same option appears when sending a settlement to an individual instead of a group of bidders. First you will click the View Settlement button next to the bidder's name. From the settlement window click the "Email Settlement to: (customer's email address)"
Clicking the "Email Settlement To" button will display the same window allowing you to enter a Reply to, CC, BCC, Subject, and Body. This will also allow you to enter a different To address in case this bidder requested their invoice be sent to an alternate address.
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