The weekly payment reminder notification allows your customers to access their online account statement by clicking on the link provided in the email.
However, you can send your customer this link to their account statement at any time by following the steps listed below.
Sending the Account Statement Link
1. Navigate to your Receivables dashboard and search for the customer by name or ID using the search bar in the top right.
2. Once you select the correct customer, you land in their Invoices tab. This is exactly where you should be. Looking at your customer's AR Aging Data, navigate to and click on Account Statement. It's located right under the Current aging bucket.
4. Now you are looking at your customer's account statement. Navigate to the Summary on the right where you see Available Actions listed. Click on Send Link to Account Statement.
5. Include your message, ensure the correct contact/s are checked, and click Send. The account-statement link is automatically included under the body of your message as pictured.
What Does My Customer See?
Your customer will receive a notification via email after you click Send. Within that notification is the hyperlinked text View your full account statement. Your customer will want to click on this hyperlinked text. They will be redirected to the login page where they will enter their email address and click Login.
They will land in their account statement where their Available Actions are listed. Your customer is also able to request or download PDF invoice-copies and download past account statements from this interface.