Scheduling Statement Runs

Modified on Wed, 6 Mar at 1:11 AM

Navigate to Billing in the menu, and select Statements from the drop down options.

Select + Schedule Statements to set a schedule for statement to run

Select start date for statements to be scheduled from. Outline the period you want to display on the statement, select Enable to ON, and select save changes.

Under message you can write a message that you would like to see displayed on the statements (ensure you type this before creating a manual run or the issue date of scheduled statements) and select save

Under messages is a log of dates statements have been run for, you can select the dropdown box to see further details such as:

  • Account Name- that statement was issued to
  • Email- that the statement was issued to
  • Status- was the statement successfully sent or was their an error
  • Seen- has the contact viewed the statement
  • View Statement- open the statement that was issued to see what the account holder has received

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