Invoice and Statement Delivery

Use Cases Send Invoices, Credit Memos, and Payment receipts automatically when these documents are posted. Send Invoices, Credit Memos, and Payment receipts from a dashboard. Payment Receipts allow options to include a remittance of cash applications or copies of the original invoices that were paid. Includes Entries post from Cash Receipts, Bank Deposits, and Payment Reconciliation Journals Send Customer Statements from a dashboard, or on a regular schedule (such as last day of the month) via email. Ability to exclude on hold invoices from showing on statements Ability to exclude (or include) $0 balance statements Send Invoice, Credit Memo, and Payment Receipts on a nightly job queue. Include copies of all invoices when sending statements to customers automatically. Automatically send emails for upcoming invoices that have not been paid but due date is within a certain threshold. Automatically send emails for overdue invoices that have not been paid on a regular cadence until pa