Email Statements

For online auctions, you have the option to email a statement to the bidder with a payment link

The first step is to customize the statement to include the information and options you want.

Common Statement Options

From the Bidder Statements page, you can customize common Statement Options to include item values; show tax deductible; show bidder #; and/or, a Statement cut-off start time. You can also set Payment Options including the online payment link

img

Email statement with payment link example:

img

This link is personalized to each bidder and will take them to their online account page. Here a bidder can view their statement details and also pay the outstanding balance by credit card.

To customize Email Statements, select Email Statements

img

Customize Content and Select Bidders

img

Custom Content

Click the Custom Content tab to add text to the header and footer of the email statements. This is the only screen where you can enter custom text for email statements.

img

You can also modify global Email Settings

img

These Email Settings affect all outgoing emails. They include the Organization information and Logo placement in the Email.

img

Save changes and return to Statements

Select Recipients

Click the Select Bidders tab and use the Choose Bidders functionality to select the Bidders to receive email statements.

img

Preview the Statement

Click a Preview icon on the Select Recipients tab to see what the statement will look like.

img

Make any necessary changes to the statement.

When you are ready to send the statements to the selected bidders by email, click Email Statements.

img

A popup window will appear asking you to confirm sending the statements. Click Continue.

img

A message will appear notifying you that the statements are being sent.

A success message will flash at the top of the screen after the statements have been sent.

Last Updated: 7/17/2019, 5:38:49 PM