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.