Creating Customer Statement Rules

If you have multiple companies in your org and you want to send customer statements from each company, you must create a separate rule for each company.

If you have org-wide email addresses configured, you can select one to send customer statements from.

Customer statements are sent to the finance contact on the account record.

To create a statement rule:

  1. Click the Customer Statement Rules tab.
  2. Click New.
  3. In the Customer Statement Rule Name field, enter the name you want to use for the rule. This can be up to 80 characters in length.
  4. Select the Statement Due Day, to specify the day of the month that you want to send customer statements on. You can select from 1 to 31 or Last.
    5. Warning:
    If you select 29 or higher, customer statements will not be sent in months with fewer than that number of days. For example, if you select 29, customer statements will not be sent in February, except in a leap year. If you select 31, customer statements will not be sent in February, April, June, September, and November. If you select Last, customer statements will always be sent on the last day of the month, regardless of the number of days in the month.
  5. Select the company that you want to create the rule for.
  6. Select the email template that you want to use.
  7. [Optional] Select a sender email address.
  8. [Optional] Enter a description for the customer statement rule.
  9. [Optional] To automate the rule, select the Automated checkbox.
  10. [Optional] If you have selected the Automated checkbox, enter a time in the Preferred Start Time field.
  11. Select the Active checkbox.
  12. Click Save.