Embedded Files
Generate a Statement Manually
Generate a Statement Manually
Use this link to take you directly to the 'Generate Statement Page'
How to manually send a customer statement email, do this as needed, if a customer is owing an automated email goes out to them every Wednesday
Automated Statement Emails
Automated Statement Emails
Workflow that triggers the weekly statement emails, email content varies based on aging status - by default these emails go out every week on Wednesday
Email Templates
Email Templates
Saved Search Workflow Triggers
Saved Search Workflow Triggers
Mini Statements
Mini Statements
Shown at the bottom of invoices, brief overview of aging payables
Update Statement Recepients
Update Statement Recepients
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