Recurring Schedule statements all clients

[QFMathew]

Hi @MearTech

Thanks for the suggestion! We’ll certainly keep this thread open and track interest in this feature going forward.

@MearTech

Another question is on the schedule statements what is action sent what items are hidden and what period is used? Can this be overridden per client?

Our knowledge base covers this here:

@QFMathew

By default a recurring statement will always be dispatched to the main contact for that client. The statement will be pre-configured to show all outstanding invoices at the point of issue, along with a 30 day rolling view of any attributed payments and credit notes.

Hope that helps!