Email Monthly Statements to Participants
Aug 13, 2025
1 month ago
9 Steps
The Statements section of Planaji lets you generate and send monthly billing statements to participants, either in bulk or individually. The system tracks which participants have already received a statement for the current month and automatically emails the PDF attachment from a standard sender address
Step-by-Step Guide
1 Log in to Planaji with your email/password
2 Click the “Statements” tab
This screen allows you to:
- Bulk Email Statements – selects all participants on the list.
- Select Individual Participants – click the checkbox next to each participant you want to email.
3 Choose the sending mode:
- Bulk Email Statements – selects all participants on the list.
- Select Individual Participants – click the checkbox next to each participant you want to email.
4 Click “Bulk Email Statements” (or the appropriate button). The system will begin sending individual emails in real time; be patient as this may take a few moments.
5 Each selected participant receives an email from admin@planajisystem.com with their current‑month statement attached as a PDF.
6 After all emails are sent, the system displays a notification.
7 Press OK to close the notification. The statement list refreshes, showing the updated green ticks for participants who have received the statement.
8 Verify the status icons to confirm that all intended participants have been emailed.
