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Sending Statements

You can quickly and easily email Statements out to all your customers.

Navigate to Sales > Invoices and you will see an option to Send All Statements.

Pressing this button will email Statements to customers (Companies or Contacts) which meet the following criteria:

  • The box for I sell to this company or I sell to this contact is ticked.

Sales enabled on a Company record

  • The Current Balance for the customer must be greater than $0.

Current Balance field on a Company

  • The Do Not Email field is NOT ticked.

Do Not Email field on a Company

Statements will get sent to Contacts in the following conditions:

  • If a customer has an Invoice
  • If any Contact for the Company has a Contact Role with Statement applied.

  • If there is no Contact with a Contact Role of Statement then an email will get sent to the Company email address.

Email address for a Company

  • If there is no Contact with a Contact Role of Statement and also no email address for the Company (or Do Not Email is selected for Company) then emails will be sent to all related Contacts of the Company who have Do Not Email unticked.

Contacts related to a Company

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
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