Skip to main content
Procentive Knowledge Hub

Send Clients an Email Notification When They Have a New Statement Available

Overview

This new 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

  1. Open Client Portal Manager.
  2. Click client portal settings in the top right corner.
  3. Under Modules > Messaging, change the drop-down setting "Send an e-mail to the client when they have a new statement" to yes.
  4. Click save changes below the Modules section.

client_portal_statement_notification_agency_level_2019.png

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

  1. Open Client Portal Manager.
  2. Select the client you wish to update from the drop-down.
  3. 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. 

client_portal_statement_notification_client_level_2019.png

Create a New Statement

Procentive Statement Report 3560

  1. Setup your statements by following the guide for Report 3560 Client Statements.
  2. 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. 

save_a_copy_of_3560_statement_setting_2019.png

  • Was this article helpful?