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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.

  • Karen Huntley
  • Jan 10 2017
  • Planned
  • Sep 5, 2017

    Admin Response

    At the moment in the system you have the option to email statements to all customers, or those selected on the customer screen by using the actions button at the bottom of the screen. This will allow you to send more than one statement at a time. As for setting a time for them to send, this is a great suggestion and we will review this in our next release. KashFlow Product Team

  • Attach files
  • Simon Bishop commented
    January 10, 2017 09:09

    At the very least I would love to be able to set up automatic statements, to be sent out on my chosen day of either the week or the month or the year, ie ever Friday, or 1st of each month, or on 6th April each year.

    I would like to see tick boxes to choose a few options like do not send statement if the client owes me nothing, do not send statement if the client's bablance is nil (ie it will send a statement if the balance is in credit), do not show transactions that have been paid,

  • Mark commented
    January 10, 2017 09:09

    This is something I had been asking for for years. Eventually bit the bullet and employed the services of an API to develop my own. Having done this I realised it is never as simple as you think. There are many options to think about - rolling balance, time period to be itemised, 30-60-90 days outstanding amounts, exclude zero balances, format etc etc. The API solution works well, took a bit of effort on my side and was definitely cost effective.

  • chloe whitfield commented
    January 10, 2017 09:09

    You can only send to "ALL CUSTOMERS" per page, useless if there are over 100 pages.

    Also I don't want to send nil balance statements out.

    Should be able to set a date and any customers with money owing on the account.

    Chloe

  • Gavin commented
    January 10, 2017 09:09

    three votes for this one.

  • Mike commented
    January 10, 2017 09:09

    Yes this would save hours of work, the option to choose only accounts with an outstanding balance and/or overdue i.e. more than 30 days from invoice date would be essential

  • Dave Beaumont commented
    January 10, 2017 09:09

    Hopefully this is allowed in here, but if you are after this ability sooner rather than later this is something that we would be able to accommodate using the API.

    We are a listed KashFlow developer Dijitul more information can be seen here http://www.kashflow.com/developers/find-a-developer/ and here http://dijitul.uk/services/kashflow-integration/

  • Ian Ross commented
    January 10, 2017 09:09

    The ability to set the date for an automated sending would be better than just the last date of the month. Also no zero balance statements are required or perhaps only positive balance statements.
    Thank you
    Ian Ross

  • Bea commented
    January 10, 2017 09:09

    I currently waste a lot of time on this

  • Jose Manuel Senaris commented
    January 10, 2017 09:09

    Brilliant idea guys

  • lito commented
    January 10, 2017 09:09

    I quite agree. This feature should be available because it will save me a lot of time every month

  • Stephan Torcy commented
    12 Jan 16:09

    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...

  • P2T commented
    22 Jan 14:43

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

  • Nichola commented
    04 Jul 10:54

    -#-#- 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

  • Nichola commented
    13 Jul 12:22

    -#-#- 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

  • Alan moore commented
    01 Aug 09:28

    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

  • james brent commented
    22 Oct 22:03

    yeah this is great option to have