Emailing Statements to a Client

You can send statements to your clients from MagManager to summarise their account with you, or to notify them of overdue payments.

Go to Reports, select Create Mailshots and click on the mail icon.

Where it says "Base my Email on:" select "Statement" from the dropdown menu.

You can now choose between "outstanding", for a list of all clients with outstanding invoices, or "activity", for a list of all clients with invoices in a given time range. If you select Activity, you will be prompted to select the start and end dates you are interested in. Click search when you have selected the dates.


If you select Outstanding, you will have options to exclude Direct Debit or Standing Order customers. Clicking Search will bring up a list of clients with outstanding invoices.

Sending the emails

From the results of your search (above), select the clients you wish to email, and then click the green Select/Create Email button. 

Tip: near to the green Select/Create Email button you will see the number of clients that have been selected.

You will now see a dropdown menu giving you the option to choose an existing email template or create a new one. Including the "Statement" token in the email will give you the relevant statement for your selections.

When you are ready, click the green Preview and Send button.

You now have the option to send all emails, or to check and send (or skip) them individually

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