Automating Monthly Customer Statements with PRO Software

Keeping track of outstanding invoices and customer payments is crucial for maintaining cash flow. PRO Software simplifies this process by allowing businesses to send customer statements automatically on a monthly basis, ensuring timely reminders and reducing administrative workload.

Benefits of Automating Monthly Statements

• Saves time by reducing manual effort.
• Improves cash flow with regular reminders for unpaid invoices.
• Enhances customer experience by keeping them informed of their account status.

How to Enable Auto Monthly Statements

To automate customer statements, follow these steps:

1. Open the Accounting Module
   • Navigate to Customers > Customers.
2. Select a Customer
   • Choose a customer from your list.
3. Edit Customer Settings
   • Click Edit after selecting the customer.
   • Enable the Auto Monthly checkbox.
   • Choose the date of the month to send the statement.
   • Click Save to apply changes.

Sending Monthly Customer Statements

Once enabled, PRO Software will automatically send statements for any unpaid invoices. To manually view or send statements:

1. Open the Accounting Module
   • Navigate to Customers > Invoices.
2. Filter Invoices
   • Filter by Open, then Group by Partner.
   • Click Send Auto Monthly Statements.
3. Open Due Invoices
   • Locate the customer with outstanding invoices and click Due.
   • This will open the full statement view.
4. Send or Print Statements
   • From the statement view, you can:
     • Print the statement
     • Send it by email
     • Set a reminder for later action

Alternative Option: Send Open Invoice Statements

PRO Software also offers a "Send Open Invoice Statement" button, which emails a single message with each outstanding invoice attached. However, using the statement view provides a clearer summary of all unpaid invoices.

Stay on Top of Customer Accounts

Automating customer statements with PRO Software ensures that outstanding balances are addressed proactively. By leveraging this feature, businesses can reduce late payments, improve cash flow, and maintain strong customer relationships.