Working with Statement Schedules

Statement schedules allow you to set up reminders to send monthly statements with invoice details.

Adding a Statement Schedule
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 ...
Wed, 27 Sep, 2017 at 11:45 AM
Editing an Invoice Statement Schedule
Once an action has been scheduled in the Invoice Statements section of the Reminder Schedule screen, you can edit the day of the month statements are sent o...
Mon, 18 Sep, 2017 at 11:03 AM
Deleting an Invoice Statement Schedule
You can remove an invoice statement from your reminder schedule if you no longer want it to be performed. To delete an invoice statement schedule, compl...
Mon, 18 Sep, 2017 at 11:05 AM
Editing the Statement Schedule Template
To edit the email sent for statement schedules, complete the following steps: Select Settings from the left navigation area. Select Company Settings fr...
Mon, 23 Oct, 2017 at 4:37 PM
Showing Credit Memos on Statements
You can show credit memos created for customers on their statements by changing the company preference. To show credit memos on statements, complete the...
Mon, 23 Oct, 2017 at 5:16 PM
Automatically Combining Reminders into Statements
If you have a number of invoices and reminders going to individual customers each day, you may want to combine multiple reminders into a statement instea...
Wed, 1 Nov, 2017 at 12:22 PM