Overview
This feature will automatically email a notification to your clients, alerting them when there is a new statement available on their Client Portal account.
Enable the Feature
Client Portal Settings
- Open Client Portal Manager.
- Click client portal settings in the top right corner.
- Under Modules > Messaging, change the drop-down setting "Send an e-mail to the client when they have a new statement" to yes.
- Click save changes below the Modules section.
NOTE: Upon initially enabling this feature, all clients currently registered with Client Portal will have this set to yes, they will receive an email when a statement is available in the Client Portal. To disable this for a specific client who has requested not to be notified, the setting can be changed on an individual basis by following the steps below.
Client Portal Manager
- Open Client Portal Manager.
- Select the client you wish to update from the drop-down.
- Un-check the box for "Statement Notifications".
- When the box is checked, the client will receive a notification for each new statement.
- When the box is un-checked, the client will not receive any notification for new statements.
IMPORTANT: For any client who registers for the Client Portal after enabling this feature, the box for Statement Notification will not be checked. To enable the feature, check the box.
Create a New Statement
Procentive Statement Report 3560
- Setup your statements by following the guide for Report 3560 Client Statements.
- Check the box for "Save a copy of these statements in the client module" before running your statements.
- If the box is checked, a copy of the statement will be saved in the Client Portal and Clients Module.
- If the box is un-checked, no copy of the statement will be saved in Procentive but you may still choose to save a local copy to your computer.