Monthly Statements

After clicking the Add New Template button on the list, you will be brought to the Add Statement Template page in which you can configure how you would like your statement to look and function. You can choose what sections you would like to track on the statement such as transactions, Orders, Appointments, and much more. By including sections, anything related to the Customer dated in the previous month will show on the statement. For instance, if a Customer had a Sales Order last month and your statement template has an Orders section, at the end of the month the Customer will see that Sales Order on their statement. You can also choose which Employee the statement should appear to come from. This will show the email and name to your Customers so that it appears more personal and familiar. Below is a screenshot, illustrating how the Add Statement Template appears and a description of what can be accomplished there.

Other than sending statements to Customers individually or as requested, you can also send Monthly Statements out en masse by utilizing the Monthly Statement Request List. Here you can view queued Monthly Statement campaigns and add a new Monthly Statement campaign as well. These campaigns work similarly to how Multi-touch campaigns send emails containing content automatically to limit needed manual entry.

To add a new Monthly Statement campaign, simply click the Add button from the request list. This will populate the Monthly Statement Request page in which you can begin the process of sending out Monthly Statements. Functions here include filtering for your audience, managing templates, setting a recurrence, and more. Below is a screenshot demonstrating how the Monthly Statement Request Page appears and a description of what can be accomplished there. To view the Monthly Statement Request page, please use the following steps:

Customers → Monthly Statements

Once a Monthly Statement Template has been created, the content and order of sections can be edited to meet your Company standards. Each section’s name can be edited and the content section can be customized to be the statement header or footer. Sections can also be deactivated and the information set up before, such as the template name, can be edited here as well. Below is a screenshot exhibiting how a Saved Statement Template appears and what can be accomplished there.

1. Add Section button: Allows you to add a section to the template to capture information related to the Customer on the statement.
2. Rearrange: The double-line icon will allow you to rearrange the sections up or down on the statement to meet your Company’s desired layout preferences.
3. Section Name: Allows you to edit the name of the section.
4. Type Column: Indicates what kind of information is included in this section.
5. Deactivate: Deactivates the section from the template, however, these sections can be added again if desired using the Add Section button.

As discussed above, you can add a Content section in which you can create a statement header or footer. Within Content sections, you can add images, hyperlinks, and more to customize what your Customers see on Monthly Statements. Merge fields are another tool that can be utilized to populate information automatically with no manual entry required. Merge fields in the Content sections can populate information related to your Company, the Customer, the Customer’s open balance, and statement details like date, month, and/or year. Below is a screenshot featuring how a Content section appears and a description of what can be accomplished there.