Recurring statements - edit which client contact receives?

[QFMathew]

Hi @kdoc

@kdoc

What I wanted to ask was whether it is possible to select which contacts under a client will receive the statement?

Unfortunately, it’s not possible to send an automatic statements to a different, or multiple contacts other than the primary contact.

There is already a feature request for this here that you may wish to add your vote to.

@kdoc

Also, is it possible to edit the message that will be received in the email specifically for statements that are automatically generated?

You can edit the email, but it’s not possible to change it based on whether it was automated or not. This can be seen and edited under Account Settings >> Routine Emails:

@kdoc

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.

I’ll double check this with a colleague and update my post shortly.

The statement is fixed to rolling 30 days and can’t be changed at the moment. However, you’re welcome to start a new thread with this as a feature request. With feature requests, generally if there’s enough demand from the community, then we’ll take a closer look.

There’s more info on this in our knowledge base

Hope that helps!