In addition to or instead of scheduled actions, you can create a statement schedule that sends out a summary of a customer's current, past due, and open invoices.


To add a statement schedule, complete the following steps:

  1. On the Reminder Schedule screen, select Add Statement Schedule at the bottom of the screen.
  1. On the Edit Reminder Schedule screen, select the Day of the Month on which you want the statements emailed to the customers from the drop down list.

  1. Preview what the reminder will look like and edit the template, if desired.
  2. Select Update Action.

Now the statement action is added to the current reminder schedule. You can edit the schedule, delete the statement schedule, or edit the template for the statement reminder.