Creating Customer Statement Rules

If you have multiple companies in your org, you can add multiple companies to your statement rules. You cannot add a company to more than one customer statement rule.

Each statement rule that you create must be unique.

You can use Classic email templates or Conga templates to attach customer statements. You must have Conga Connector installed to use Conga templates.

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.

Note:

Customer statement rules with multiple companies are only supported in Automated Collections.

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] To automate the rule, select the Automated checkbox. You cannot automate rules that use Conga Attachments.
  6. [Optional] If you have selected the Automated checkbox, enter a time in the Preferred Start Time field.
  7. [Optional] If you want to use Conga to generate customer statements and attach them to your accounts, select Use Conga Attachments.
  8. [Optional] Enter a description for the customer statement rule.
  9. Click Save.
  10. On the Statement Rule Setup sub tab, click Manage.
  11. 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.
  12. Select the companies that you want to add to the statement rule.
  13. [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.
  14. Click Save.
  15. 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.