Schedule customer statements

You can schedule statements to be generated and sent to your customers automatically at regular intervals, without you having to lift a finger.

This functionality is only available once you have switched to our new design.
Please read 'Take a look at our new design' for further details.

The customers primary contact email address is required to use schedule statements functionality.

Schedule statements in bulk

You can set a statement schedule for up to 100 customers at once:

  1. Go to Sales > Customers.

  2. Select all the customers you want to set up a schedule for, then select Schedule statements.

    screen shot of the IRIS Kashflow customer list highlighting schedule statement function

The an icon resembling a clock face icon next to a customers name indicates a statement schedule is active for that customer.

  1. The schedule statements configuration options display.

    screen shot of the schedule statement options in IRIS Kashflow

  2. Configure the schedule options to suit your needs:

    • Select issue day (required) - select the day statements should be sent.

    • Select statement period (required) - select which transactions should be considered when creating the statement.

    • Set end date (optional) - select this option if you want to set a date to stop automatically sending statements.

    • Exclude paid sales invoice (optional) - select this option to exclude any invoices marked as paid.

    • Exclude opening balance (optional) - select this option if you want to prevent the statement displaying an opening balance for the customer.

    • Do not send statement if total owed is zero or less (Optional): Select this option to prevent a statement being generated unless the customer is in debit with yourselves.

  3. Select Save to active the schedule.

Schedule statements for individual customers

You can also schedule statements for individual customers.

  1. Go to Sales > Customers.

  2. Select the customer, from their details screen select Schedule statement.

screen shot of the customer schedule statement page in IRIS Kashflow

  1. Select Schedule customer statement.

screen shot of the customer schedule statement page in IRIS Kashflow highlighting the activation checkbox

  1. The schedule statements configuration options display.

  2. Configure the schedule options you wish to apply for this customer.

  3. Select Save to activate the schedule.

Stop a schedule

To stop a statement schedule:

  1. Go to Sales > Customers.

  2. Select the customer, from their details screen select Schedule statement.

  3. Select Schedule customer statement to clear the checkbox.

  4. Select Save to stop the schedule.