Statements on a Catalog item

Statements are a switch on each item. Receipts aren't: every customer gets a receipt after each payment, whatever you set here.

Turn statements on

1. Open the item and go to Resources.
2. Under Customer documents, turn on Statements.
3. Choose a Source and a Frequency.

Each customer sees only their own statements.

Source

• Generated from invoices and payments — the figures come from the invoices and payments recorded for the customer.
• Uploaded by your team — your team adds each statement.
• Sent by your account system — a connected system sends them. The system appears under the choice with its status and how many documents it has sent. If it says None connected yet, connect one in Integrations first.

Frequency

• Monthly
• Only on request — the customer asks for one.

With Sent by your account system, there's no frequency to choose. Your system decides when to send them.

Who gets them

Statements follow the item's Audience. There's no separate choice of who receives them here. To change who they reach, change the item's Audience under Audience & Eligibility.

Turning statements off

Turning Statements off stops new statements for this item. Your Source and Frequency are kept, so turning it back on picks up where you left off.

Receipts

Payment receipts are sent automatically after each payment and have no switch. The business details printed on them come from Invoices settings.

When it doesn't work

The switch won't move. You need permission to edit Catalog items, or the item is open read-only.

"Statement settings couldn't be loaded." Reload the item. If it keeps happening, try again in a few minutes.

A connected system sends nothing. Check its status under Sent by your account system. A connection that isn't live yet sends no statements.

Related

• Understand a customer statement
• Resources on a Catalog item
• Item Audience on a Catalog item