Emailing Client Statements

Before you begin

  • Verify that Microsoft Office 2003 or later is installed.
  • Verify that a PDF viewer that supports PDF 1.5 or later is installed for viewing the statement.

To email client statements

  1. Click > Manage > Email Client Statements.
  2. If needed, change the As Of Date field.

The client statement will contain invoice information as of this date.

  1. Click View to change the report view.

The list will display views available for the client statement. A view must be set up to email statements.

  1. To add optional columns to the window, click the and select the columns.
  2. Select the check box in the row of the statement(s) you want to email.

You can select all items on the list by selecting the check box at the Totals level. You can select a client and all the projects for that client will be included on the statement. If you want to send the statement for only one project, you can optionally select that project and the statement will be generated for that project and attached to the email.

  1. To preview the email and attachment, click Preview.

When you select this option and you are using the new Cloud-based Outlook for Windows, the draft will be saved in your draft folder. If you are using the server based Outlook, the draft will open to be previewed.

You can review the email content and verify the recipient or employee addresses. If any addresses are missing, enter those in the contact, client, or employee record in Ajera.

Note: This option is only available if one client is selected.
  1. To email the client statements, click Email.
  2. Click Yes to confirm you want to send the email.