We have seen some requests to be able to email statements along with creditor invoices out of HOMHERO. Please follow the steps Import Owner Statements in Bulk prior to proceeding with this step.
1. In Homhero select Contacts from the menu
2. Click Actions
3. Click the Email Statements
4. Select Set in the Areas section and move all the statements to the left hand side
By selecting the arrow as below and set
Select the statement month/s and an email template.
New clients will need to make up a template. This is what the email will look like.
The statement will automatically attach and the invoices will be sent along as a link. This is because if invoices exceed 10Mb - the owner's email provider rejects the email. The link is only active for 6 days and thereafter the owner can view invoices in their owner portal.