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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
  • Under Review
  • 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

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