Email Owner & Tenant Statements – End of Month Reports

67 - Reports - End of Month - Email Statements

GuestPoint End of Month Email Statements screen overview

Procedural Note 67

Reports – End of Month – Email Statements

This screen will allow you to send your statements (owner, tenant or supplier) for the month of your choice. You can do this in bulk or singularly, depending on your needs.


            1.       Choose the type or statement you are after (a) and the month/year (b) you wish to send on.


            Letting toggle greyed out showing only letting pool owners versus all owners in the complex

            2.      If you have letting greyed out, it will show only your owners in the letting pool and when it is not greyed out, it will show all owners in the complex, letting or otherwise.


            Owner list with tick boxes selected and Send Email button on the Email Statements screen

            3.      Once you have made the above selections, Mark the tick box for the specific owners you would like to send their statements. Press send email.


            Email composition window showing subject line, template selector and body fields before sending

            4.      Update the email subject, template and body as necessary and press send email.

            GuestPoint screen for step 5 of the Email Statements process