Customer statements can be automatically printed or sent at the end of each month. The statements can be sent to customers who have any amount due or customers who are overdue, depending on the option you select.
Select this option to send automated statements to all customers with outstanding balance.
Select this option to send automated statements to customers with overdue invoices only.
Email every (days)
Enter the number of days in between sending statements or invoices.
Select whether to send statements, overdue invoices, or both to customers.
Ignore amounts under
This option helps avoid sending statements to customers who owe just a few dollars.
Statement Text Items
This is the text that will be printed on statements. Select a title or heading from the drop menu, then alter the text for that item in the field to the right.
Text entered here will appear at the bottom of the statement printout. Choose an alignment and font size for the text.
Click this button to save your settings and preview what the statement will look like.