How the Bill Looks and Lands

Per customer, on their Settings tab, set how each bill is delivered and how it's formatted. Set it once and every run follows it.

Three ways a bill lands

Autopay

Charges a saved card or bank when statements run.

Settings → Autopay statement balances

Mail

Prints a paper copy in your statement run.

Settings → Mail statements

Goes to the contacts you pick, set per contact.

Contacts → contact → Email statements

Set it up in 4 steps

Open the customer, click Settings, scroll to Statements.
Pick delivery: Autopay, Mail, or Email per contact.
Set Statement type: Open item or Balance forward.
Set Statement invoices format, then you're done.

Invoice detail

None · Condensed · Full page

Condensed fits several invoices per page. Restrict to statement period is Open item only.

Two format choices: Open item lists just what's still owed (the default most stores use). Balance forward is the full running ledger. Start new customers on Open item and switch only if they ask for the history.

Before it can land: Autopay needs a saved card or bank on file, and Mail needs a mailing address in the General section. No email on any contact means that customer gets skipped from the email run.

Set it once, and every statement run follows the rules. · rundocs.com