I’ve just started to use the recurring statements which is going to really make life easier.
What I wanted to ask was whether it is possible to select which contacts under a client will receive the statement?
Some of our clients have invoices directed to a manager and accounts team but then monthly statements to the account team only. I assume that currently automated statements are only been sent to the primary contact but didn’t find anywhere where this was actually stated.
Also, is it possible to edit the message that will be received in the email specifically for statements that are automatically generated?
Essentially so I can add a disclaimer saying that payments received in the final week of the month may not always have been updated to accounts system. When I am asked to create a statement I can always make sure it is current but with automatically created statements this will not be possible.
Finally, is there anywhere I can edit the automatic statements? ie if wanted to change to 3 month or 30 day rolling, or no longer include payments etc.
Thanks for the assistance and seems like am finding new features all the time which is fantastic.