Balance Statements allow you to identify and communicate directly with accounts that have open balances. You can search by Team, Program, Division, Player Name, or Account Name. Sending out emails to Team members that have open balances is a good example of how this feature can be used. Balance Statements can be emailed with personalized notes or they can be printed.
Searching for the Correct Open Order
There are multiple ways that you can search for the open order listed in a user’s account. These searchable fields include: Account First and Last Name, Player First and Last Name, Program Name, Division Name, and Team Name.
Exporting Open Order Records
If you would like to download a copy of the open orders, either select the “All” option to export all records or individually select an open order. Click on export to save the orders in a pdf file.
Emailing Open Order Records
You can e-mail a personal note to any account listed in the open order records. You also have the option of sending or copying division managers or personnel that may be associated with the record. Simply place a check mark in those boxes next to the user’s records you wish to send an e-mail, add a message in the note box if desired, and the users you select will be sent an e-mail with this note along with the balance statement details.
If e-mailing multiple records at one time, an entire program for example, you can add a message in the top note box and then select the copy to all box to duplicate your message in the other note boxes. Click on the e-mail link to send your message and balance to the selected accounts.
