Creating and sending statements can be done easily through QuoteMachine (see article about manual creation of statements).

This process can even be automated with the steps described below.

  • Open a customer profile
  • Click on the blue link under "Account statement automation" to start configuring automated statements
  • The "Enabled" option controls if the automated statements are active
  • You can decide to automatically
             send the statement by email when it is created
             capture the statement balance on the credit card when it is created
  • Make sure to select on which day the statements should be created        
  • Once automated statements are configured you will see a sentence summarizing the configuration. You can click on it if you want to change the parameters of the automation.

Note: Statements created using the automation feature use the default statement and email templates configured in your account.




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