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.
Invoice statements work similarly to individual invoice reminders in that they have a account-wide template that you can modify as you wish, and you can also set customer-specific templates. The account-wide Statement templates can be reached from the Templates drop-down menu.
Individual customer statement templates, can be reached from any customer page.
The statement table itself is inserted using the $CustomerOpenInvoicesTable$ snippet (aka placeholder) by default. This does not include late fees in the table. If you wish to send a statement which includes late fees in the table, use the $CustomerOpenInvoicesTableWithLateFees$ snippet (aka placeholder).
How can I change the days when statements are sent?
You can easily customise the days when you would like invoice statements to be sent. All you need to do is click on Templates and choose Statement Template from the drop down menu. Here, above the subject line, you can change the day of a month on which statements are sent.
Can I manage to whom I would like to send invoice statements?
You can control which customers receive invoice statements from the customers section by checking or unchecking the checkbox on the right hand side.
For those customers that you have selected to receive a invoice statement, this will be sent automatically on the first day of every month (depending on your Schedule settings). A list of scheduled Invoice Statements can be found in the Outbox.
You can manually send these statements at any time you wish, by clicking on Preview for an individual statement, then Send Email Statement Now. You can also edit customer-level statement templates from here too, by clicking Configure.
Preview of an Invoice Statement email:
How can I switch off all statements independently from reminders?
It might be the case that you do not want to send invoice statements to your customers at all. No problem at all! At a click of a button you can disable all invoice statements. Here it how it works:
Click on Settings – Messaging Settings and click on the red button next to Statements