Working with Statement Schedules

Scheduling Statements

This article will delineate the three distinct methods you can utilize to schedule statements.

• Proceed to the Reminders tab located on the menu bar

^{Once on the Reminders page, click the following to set up the "Monthly Statement" reminders:}

1. Monthly Statements
2. New Reminder

In the following dialogue box, please confirm the following:

• ^{Send to - please confirm that you have selected the correct group}
• ^{Template - click on the + icon to create your messaging} 
• ^{Day of the Month - Please select the preferred day for your customers in this group to receive their statements}
• ^{Time of Day: Please either select the checkbox to keep the default time or manually enter a time of your preference.}   

^{Once the creation is successful, you will see the confirmation message in the top right-hand corner.}

^{Next to each action, you have the option to either "Edit" or "Delete" the action from the drop-down menu:}

^{Related Articles: Invoice Reminders Settings}