Customer Statement Rules

You can use customer statement rules to select all the accounts that had unpaid and partially paid invoices outstanding for the previous month. When you create a customer statement rule you can specify the following:

• The day of the month that customer statements are generated on.
• The email template that is used to send customer statements.
• The companies that customer statements are sent from.
• The email address that the statements are sent from.

Note:

You cannot add the same company to multiple statement rules. Customer statements must be created on the same day for all accounts associated with a company.

When you set an automated customer statement rule to Active, a scheduled job is automatically created. This scheduled job is automatically deleted if you change the rule to run manually, or delete a company from the rule.

When you send customer statements, if the number of statements to send exceeds the limit defined in the Customer Statement Limit field in the Collections Plus custom setting, not all statements will be sent. If you sent the statements using a manual rule, you can re-run the customer statements process the following day. If you sent statements using an automated customer rule, an additional scheduled job is created to send the remaining statements on the following day. If the number of statements to send still exceeds the limit after this job has run, another scheduled job is automatically created to send statements the following day. Additional scheduled jobs will be created until all customer statements have been sent. Any additional scheduled jobs are automatically deleted when all statements have been sent.