Help us improve

Send customer statements on a set date

I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming.

I would appreciate for there to be a function to send out the statements automatically (or at the click of one button) at a point in time.

  • Guest
  • Jan 10 2017
  • Released
  • Sep 29, 2022

    Admin response

    We are pleased to let you know that you are now able to automatically schedule customer statements to be sent out on a set date.

    Please refer to our help centre article for more information. Please note you will first need to switch on the new design to access this new feature.

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  • Andy commented
    29 Sep 09:30am

    Sorry. Found where I can turn it off...under Customer details

  • Andy commented
    29 Sep 09:13am

    Thanks for this. How do you turn off/delete the schedule after one has been set up?

  • NKB commented
    8 Aug 11:42am

    About time too! - Really KF you need to pull your finger out. Let's face it, your monthly and yearly fees always increase, yet no platform development for years. We have a half cocked UI and a next to useless mobile app, come on, us loyal clients deserve better!

  • Guest commented
    5 Aug 10:21am

    Great idea

  • George Ross commented
    5 Aug 10:04am

    YES, get in admin, bravo <3

  • electronic visa Turkey commented
    15 Jan 09:43pm

    great

  • NKB commented
    27 Sep, 2021 10:09am

    Iris Kashflow, Still waiting for this, when are you going to impliment it? Only over 4 years waiting so far! An update is much appreicated.

  • NKB commented
    6 Aug, 2021 10:25am

    4 Years have passed and nothing? KF where are we with this?

  • Guest commented
    15 Mar, 2021 03:43pm

    Need this feature adding i find it shocking that you dont already have an auto send statement option on month end.

  • Neil McD commented
    9 Feb, 2021 12:16pm

    Nothing gets done guys !

  • Guest commented
    4 Feb, 2021 03:15pm

    Any update on this being implemented?


  • George Ross commented
    1 Jan, 2021 11:22am

    Nudge.

  • Rachel Buckley commented
    29 Jun, 2020 12:51pm

    Sounds like this function is well overdue and I am not the only one frustrated by this!

  • NKB commented
    4 Jul, 2019 01:55pm

    KF this is over two years old, can you kindly give me an update when this feature is going to be implemented? - We have to email out statements manually each month which is wasting so much time for us. Come on KF please give us some good news here! 

  • james brent commented
    22 Oct, 2018 10:03pm

    yeah this is great option to have

  • Alan Moore commented
    1 Aug, 2018 09:28am

    Would agree that the option to automatically send statements on a pre set date would be extremely beneficial as would the option to set only for overdue and only those with outstanding balances as options

  • Guest commented
    13 Jul, 2018 12:22pm

    -#-#- Please reply above this line -#-#-

    Dear Kashflow (Julie Shepherd),

    We have received your request and this will be passed to our accounts team so that we can deal with this for you. We are committed to resolving every ticket as soon as physically possible, we encourage you to let us know if you have any additional concerns or questions by replying to this email. You will receive an email when any action has been taken on your ticket.

    If your enquiry is urgent please contact us by phone direct on 03333 660077---------------------------------------------------------------

    Ticket Details
    Ticket #: 12156
    Subject: Send customer statements on a set date status has changed to Planned
    Department: ACCOUNTS TEAM
    Status: Awaiting Accounts
    Priority: Medium ---------------------------------------------------------------

    Kashflow (Julie Shepherd)
    User - 13/07/2018 1:20 PM

  • Guest commented
    4 Jul, 2018 10:54am

    -#-#- Please reply above this line -#-#-

    Dear Kashflow (Julie Shepherd),

    We have received your request and this will be passed to our accounts team so that we can deal with this for you. We are committed to resolving every ticket as soon as physically possible, we encourage you to let us know if you have any additional concerns or questions by replying to this email. You will receive an email when any action has been taken on your ticket.

    If your enquiry is urgent please contact us by phone direct on 03333 660077---------------------------------------------------------------

    Ticket Details
    Ticket #: 11494
    Subject: Send customer statements on a set date status has changed to Future Consideration
    Department: ACCOUNTS TEAM
    Status: Awaiting Accounts
    Priority: Medium ---------------------------------------------------------------

    Kashflow (Julie Shepherd)
    User - 04/07/2018 11:53 AM

  • Guest commented
    22 Jan, 2018 02:43pm

    KF Where are with implementing automatic statements? This is a much required feature, yet seems to be taking ages. An update please? 

  • Guest commented
    12 Jan, 2018 04:09pm

    We've always invoiced on the last day of the month but we've had to settle for 28th now. Seems like such a basic option & glad it's not just us being finicky! Pity it's taking so long to implement though...

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