Why Automate Statements?
Many rental businesses send monthly statements to help customers stay on top of their balance. With Enhanced Statements, you can now automate this process—saving time and improving cash flow.
How to Enable Monthly Statement Automation
Go to Admin > Invoices & Statements > Automation.
Toggle "Enable Monthly Statement Sending".
Set the desired send date and time of day.
Save your changes.
Customizing Automation for Specific Customers
If you want to turn automation on or off for an individual customer:
Go to the Customers page.
Select the customer you want to adjust.
Click Options --> Settings
Scroll to the Statements section and select the pencil icon
You can either Disable or Use Custom Schedule to turn off automation for a specific customer or send on a specific monthly schedule
Note: If Statement Automation is enabled for your company, Use Organization Schedule is the default selected option for all customers
Managing and Monitoring
Once enabled:
Customers will receive statements automatically at your specified schedule.
You can still manually send statements as needed.
Statements sent through automation will only include Unpaid Invoices
Want to Send and Manage Statements Manually?
Learn how to send bulk statements, customize invoice selections, and process payments directly from the Statements tab, check out the article here: Using the Statements tab to simplify Invoice management