Creating Customer Statement Rules

Warning:

In Accounting Spring 2023 and Summer 2023, you cannot create or edit customer statement rules using the single company statement rule process. You must update your org to use the multi-company customer statement rules process. However, in these releases you are still restricted to assigning a single company to each customer statement rule that you create.

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. [Optional] Enter a description for the customer statement rule.
  6. [Optional] To automate the rule, select the Automated checkbox.
  7. [Optional] If you have selected the Automated checkbox, enter a time in the Preferred Start Time field.
  8. Click Save.
  9. On the Statement Rule Setup sub tab, click Manage.
  10. In the Email Template Name field, select the email template that you want to use. You can select the email template from the list or use the search functions to find it.
  11. Select the company that you want to add to the statement rule.
  12. [Optional] Select a sender email address. If you select None, the statement is sent from the email address of the user that starts the customer statement process. If you have automated the process, this will be the system email address.
  13. Click Save.
  14. Click Activate to make the rule active.

When you make an automated customer statement rule Active, a scheduled job is automatically created to run the rule.