Monthly Statements

Viola

I want to send out statements; is there a automated method to do this each month? Like there is to create/send monthly invoices.

themage

You could set up a CRM campaign. Depending on what information you want in your statements, though, there may be some information that has to be entered manually.

Just curious, what information would you put in the statements that isn't already covered in the invoices / receipts?