Sample Automations for an efficient business office

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Please Note:

In order for ANY of these automations to work:
(You to be set up for Advisor and CC auto billing and possibly other plug-ins)

1. Set up cc billing for payments <= today to run at 8:30 am

2. Receipts marked for Email

3. Receipts marked for Mail

4. Statements - through Report Wizard & Advisor

split to multiple recipients so filtered only for accounts with default email addresses
filter: on Accounts: and also on Pledges tab:
Scheduled at 9:00 AM on the first of every month

5. Statements - pdf of all statements to print for accounts that do NOT have default email

6. Payments Entered Yesterday:

7. CC Payments Billed Yesterday:

8. CC Payments declined yesterday:

9. CC payments declined yesterday text:

Filter on Payments and Tel Numbers:
Note - text needs to be updated with clients phone number besides regular automation things listed above
Scheduled for daily at 10:30 AM

For a School:

1. Statements Tuition -split to multiple recipients - filtered have default email

Adjusted Filter on Accounts and pledges to filter on Occ Group Category Tuition - make sure their Occasions are set up properly:
Update delivery tab
Scheduled on the 1st of the month at 9:00 AM.

2. Statements Tuition (i used the "with recent payments") - filtered no default email - 1 report to print and mail

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