MCA Suite allows you to create statements to be sent to Merchants via bulk email. The bulk email will be sent out at night for batch processing. Before you can send out Merchant statements, you'll need to make sure your deal has the following:
1. A primary contact defined for the deal.
2. For the primary contact, make sure s/he has an email address entered that is type = “Statement.” Otherwise, the first email will be used.
To create a statement, you'll need to be an administrator and have access to the Admin tab. From the Admin tab, go to the Statements tab where you'll see a list of statements you've sent out in previous months. To create statements to be emailed to Merchants, click on the Create Statements button.
From the screen below, you can use the "Company" search field to search for a specific merchant, or just check the deal(s)/group(s) you wish to send statements to from the full list.
Next you will be asked to set the statement date range. These fields DO NOT SERVE A SEARCH FUNCTION. The date range will only be used to define the transactions to be included in the statement. Click the "Send Statement(s)" button when finished.
A modal will appear where you can set details of the email. Name will be "Statement: [selected date range]"; From Email will be the email of the logged-in user; you can specify Subject line, or use a saved Template if you have created an email template for statements specifically. You can always edit the email body. Click "Schedule" when finished.
Statements will be sent at 8pm Eastern the same day as scheduled. The user sending the statements will be CC'd on the email.
A list of Merchants who have been scheduled to receive statements will be saved and can be accessed for reference at a later date. To preview statements before they are sent, click into any of those saved statements. Then click the "Preview" link to view statements:
We recommend you create a test email to preview a statement.