Schedule Statements

Statements can be scheduled similar to Invoices, Payments Runs, Billing Runs. Schedules can be used to create and deliver a statement to a specific group of customers in a specific period of time. 

Steps: 

1. Navigate to Setup > Schedules > Statement Schedules. 
2. Click +Add. 
   
3. Populate the Schedule parameters:

• Schedule: This can be done weekly or Monthly. If Weekly, choose the day of the week the statement will go out on. When Monthly is selected, choose the day of the month.
• Statement Date: A Statement Date can be the same as the execution date (as defined in the schedule) or a specific day of the month.
• Statement Window: This is the date range for the Statement. Statement Window can include This Month, Last Month, or Custom. When Custom is selected, choose a Start Date and End Date in relation to the Execution Date.
• Template: Template used for all statements generated using this schedule. They can be the Default Templates covered in Default Statement Types or they can be a custom template. Read about Default Statement Templates. 
• Customer Filter This is the customer batch the statements are generated for. Click the Filter button to select the desired Customers. When no Customer is selected, Statements are generated for all Customers. 
• Processing Options:
  • Deliver Statements by Email - When enabled, Statements are delivered automatically via email. When disabled, the Statements are generated but not emailed. This option is disabled by default. 

4. Save when finished.