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
- Turn on "Include Invoices"
- Select an email template (this needs to be set up prior to using it)
- Enter a subject for the email
- Select Send
The statements are attached as pdf file along with the applicable invoices which are sent as links. These links are only valid for 6 days, however, full history of Statements and Invoices can also be viewed/downloaded from the Owner portal.