Send statements to customers

Modified on Thu, 22 Feb 2024 at 04:34 PM

Summary: How to enable automated statements and send ad-hoc statements.

Article contents:

What is included in the statement sent to the customers?

Statements include a table with details of all open, outstanding and paid invoices. The table includes: invoice number, amount, due date, received amount, outstanding amount and a link to pay. 

There are two different way of sending statements:

  • Automated monthly statements
  • Ad-hoc one time statements

Sending monthly statements to customers

  • Navigation: 'Settings - Receivables - General Settings'.
  • Users can toggle on 'Enable monthly statements' to enable at a global level.

  • To enroll all customers in monthly statements, users toggle the 'Auto-subscribe all customers' setting on. Statements can also be enabled at a local customer level in the Receivables module. 
  • Users decide what paid invoices should be included in the monthly statement, in the above example, only invoices paid in the last 30 days will be included. 
  • Centime will only send the statement email if there are open invoices or an invoice paid within the defined period. 
  • Users can also customize when their customers receive the monthly statement.

Sending ad-hoc statement

  • In the 'Customers' tab, users click the 'Send statement' action.
  • Users then select customer(s) from the table.  
  • In the confirmation popup, users are required to confirm or add the email address for the customer.
  • On confirmation, the statement email will be sent to the customer.

Sample email:

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