Commands via Clients>Operations

Commands will differ depending on whether you are in the Accounts or People sub-tabs.

 

CLIENTS>ACCOUNTS>OPERATIONS

 + Add new account: Create a new Account Owner client account. 

import.pngImport Contacts: Fill in a template to import your existing client database in Amilia.

 $ Deposit post-dated checksAmilia needs to be notified you've deposited your paper checks. Click this button to deposit all paper checks due for deposit. You must still deposit the actual checks at your bank. 

 $ Add Invoice: Create a manual invoice in selected Account Owner(s) account(s).

 $ Add Credit: Create a manual credit in selected Account Owner(s) account(s).

 $ Auto-reconcile selected accounts: Link invoices with payments for easier accounting.

 $ E-check payment status: Check the E-check payment status of selected account(s). 

 $ Account Statement: Generate paper Account Statements or send by email. 

 $ Purchases: Generate purchase(invoice) summaries for selected account(s). 

email.pngSend e-mail: Send personalized email to selected Account Owner(s). 

email.pngSend activation requests: Sends email to Account Owner(s) to verify their Amilia account so they can register online!

download.pngAccount Contacts: Export to Excel the contact information of all Account Owners.

download.pngExport: Export all Account Owner information, including Registration Form information. 

 

CLIENTS>PEOPLE>OPERATIONS

download.pngPurchases: Generate purchase(invoice) summaries for selected participant(s).                 

download.pngMedical Information: Generate medical conditions for selected participant(s). 

linkfriends.png Link friends: Assign friends to participants. Useful when seperating your participants into Groups.

email.png Send e-mail: Send personalized email to selected participant(s). 

print.png Print profiles: Generate & print one page profiles of each selected participant(s).

download.pngAll participants: Export to Excel the contact information of all participants.

download.pngExport: Export all participant information, including Registration Form information. 

 

 

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