Household statements and the annual statement send

A household statement lists, for one renewal year, every charge, payment and credit on the household's account, so a family can see how their balance was arrived at. Staff see the same figures the member sees in the portal, and members can also email themselves a copy.

On a household's page, open Overview and select Account statement under Quick links. The page shows Billed, Paid and Balance (and Bond held, if the household has a bond) at the top, then every line for the year with a link to its invoice. If the household has records from more than one year, the years are links at the top of the page. The page is read-only: to correct anything, use the invoice or the credit tools. If a bond refund is on its way, a note says where it stands; its check is tracked separately from the balance.

Two extra lines can appear underneath: how much the club saved in card fees because the household paid by bank transfer, and the camp total paid for the year. The camp line is flagged if the club's tax ID (EIN) has not been entered yet under Club → Club info.

A statement lists every invoice for the year except drafts and voided ones, and shows what has been paid on each. Only invoices that are still open or processing count toward the Balance. A check you have recorded but not yet marked cleared is not counted as paid: it stays in the Balance until you mark it cleared, and the member is told the check was received and will show as paid once it clears. Review the invoice itself when a household has a question about a specific charge or payment. See Invoices, payments, and credits.

Treasurers and admins can email every household its statement for a renewal year from Money → Reports → Statements.

1. Open the tab. It says how many households are eligible: those with billed activity in the year.

2. Select Email statements and confirm. The confirmation reminds you these go out as account notices, so they also reach members who have unsubscribed from marketing, and that they go out in daily batches.

3. The tab shows progress ("Sending: 12 of 600 households done"). The daily run works through the rest, and each household gets its statement only once. The next daily run handles up to 200 households, so larger sends take several days. Pause sending stops it; arming it again picks up only the households not yet sent.

The email carries the balance, the bond line, the charges and the camp total, and links to the live statement. Its opening line is one of the automatic emails whose wording you can change. While the club's email is paused or the club is in practice mode, nothing is delivered. See Messages.