Automated Invoice Statements
In the Flower Store In a Box Dashboard, you can send automated statements to your account customers on a schedule that suits your business. These statements show all customer activity for the chosen timeframe, so you stay on top of your books without lifting a finger.
What you can do here
- Choose how often statements go out to your account customers
- Send statements weekly, monthly, quarterly, bi-yearly, or yearly
- Generate a statement manually any time, for viewing or printing
- Keep customers informed with clear, consistent financial communication
Step by step
- Go to Settings > Advanced Settings > Invoicing Settings.
- Find the automated statements section and choose your preferred timeframe.
- Save your changes statements will now go out automatically based on the schedule below:
- Weekly: sent every Monday for the previous week`s activity
- Monthly: sent on the first day of the month for the previous month`s activity
- Quarterly: sent on the 1st of January, April, July, and October for the previous three months` activity
- Bi-yearly: sent on the 1st of January and 1st of July for the previous six months` activity
- Yearly: sent on the 1st of January for the previous year`s activity, matching the financial year
- If you need a statement outside this schedule, head to the bottom of the relevant account page and generate one manually for viewing or printing.
Tips
- Only customers marked as "account" customers receive these automated statements
- Match the timeframe to how your customers like to manage their payments weekly or monthly suits most small accounts
- Use manual statements when a customer asks for an on-the-spot summary
Ask the assistant
AI assistant support for this screen is coming soon.