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FAQ > How do I manage Statements?

How do I manage Statements?

You can send email Statements to your customers that list all outstanding invoices in a table format. This is useful if you have a large number of invoices outstanding to an individual customer, or if you want to keep all customers regularly updated regardless of whether their invoices are late or not.

Statements work similarly to Invoice Reminders in that they have an account-wide template that you can modify, as well as an option to customise customer-specific templates. The account-wide Statement templates can be reached from the Templates drop-down menu:

You can customise Statements for individual customers by going to Accounts > Customers and clicking on any customer. This is also the page where you can send instant statements from and disable statements for that customer alltogether:

 

The statement table itself is inserted using the $CustomerOpenInvoicesTable$ snippet and is set by default. This does not include late fees in the table. If you wish to send a statement which includes late fees, use the $CustomerOpenInvoicesTableWithLateFees$ snippet.

How can I change the days when statements are sent?

You can easily customise the days you would like the Statements to be sent. Just go to the page of the relevant template and select which day of the month you would like the statements to go out on. 

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Can I manage to whom I would like to send invoice statements?

In addition to going to an individual customer's page, you can also control which customers receive the Statements from the Customers page:

A list of scheduled Invoice Statements can be found in the Outbox.

You can manually send these statements at any time, by clicking on Preview for an individual statement, then Send Email Statement Now.