Customer Statements

Provide customers with a list of their outstanding invoices

A client statement is a PDF that provides a complete list of their outstanding invoices on an aging detailed report. Statement templates are configured in the Templates section. Statements are available to customers on certain plans.

Statements can be generated and sent manually or automatically through cadences.

Manual statements

  1. Go to the customer's page, click the Actions menu (three vertical dotsthree vertical dots) and choose Generate Statement.

  2. In the pop-up window, choose whether to Include one-off invoices and Include recurring invoices.

  3. Click Submit.
    The statement opens as a PDF in a new window. If the statement doesn't open, turn off the pop-up blocker in the browser.

  4. When the statement is correct, send it to the customer.

Cadence-based statements

  1. In the Settings screen, click Cadences.

  2. In the Cadences screen, click Monthly Statements .

  3. In the Monthly Statements screen, click Add Step in the top-right of the screen.

  4. In the New Step pop-up window, choose a step condition:

    • Send statement on a day of the month — This generates and sends statements on the same date every month.

    • When Invoices Are Due — This generates and sends statements based on the number of invoices due or past due (for example, send a statement when a customer has 3 invoices due).

    • When Invoices Are Created — This generates and sends statements based on the number of invoices open (for example, send a statement when a customer has 3 invoices open).

  5. Choose the type of step, either Email or Letter. (Additional fees apply for mailed letters.)

  6. Click Add.

  7. Add the content and select the settings for this new step, including the following:

    • Enter the content you want in the body of the email/letter.
    • Add a subject line for emails.
    • Select the additional communication settings as necessary. Note the following:
      • Be sure to select the Day of the Month the statement should be sent.
      • Be sure the Don't send if customer balance is cleared option is enabled; otherwise all customers on this cadence will receive a statement.
      • Include one-off invoices and Include recurring invoicesRecurring invoices are invoices created by the subscription module. All other invoices (whether imported or created in the system) are considered One-off invoices. If you clear either of the Include options, those types of invoices are not included in the statement.
      • You can set a filter to include or exclude invoices created within a specified period of time.
  8. Click Save in the top-right of the screen.

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Notes on cadence-based statements

  • Statement tasks are created just after midnight on the day they are supposed to be sent, so they do not appear in the To-Do List until then.
  • Statements are not generated until just before they are sent to ensure the most accurate information.

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