In Heyquip: Billing > Accounts Receivable
You can send an account statement at a specific date to a specfic customer.
Steps
- Go to Billing > Accounts Receivable.
- Set the Statements as of date at the top.
- Find the accounts you'd like to send, you can select one or more. You can use Command + F to search the name of the customer.
- Click Send X Account Statements.
- Choose whether to attach each invoice's PDF to its statement email, or send the statement without them.
- Heyquip asks whether to add a message. This isn't required: the email already carries a default message explaining what an account statement is.