Creating a Statement Schedule

Go to the "Workflow" tab on the menu bar

Once on the "Workflow" page, click the following:

In the following dialogue box, please confirm the following:

Send to - If you have created "Custom Groups," use the dropdown to select a specific group or leave it as is for the default group of customers.
Template - Click on the {+} to create template name
Day of the Month - Select preferred day for customer statements
Time of Day: Choose the checkbox to keep the default time or enter your preferred time manually.

After successful creation, you'll see a confirmation message in the top right corner.

Next to each action, you can "Edit" or "Delete" from the menu:

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