Hi, how do I set up an automatic email to go to all customers excluding 1 customer class at the end of the month (on or around the 25th of each month) that provides a reminder of all outstanding invoices that are due at the end of the month and have the system attach the invoices to the email?
I’m thinking setting up an automation schedule to prepare statement and another automation schedule to print/email statements. The fact that I need to exclude a customer class, I think I’ll need to create a new statement cycle? Please let me know your thoughts.
See example email below:
Dear Valued Customer,
This is a courtesy email to let you know that your invoice/s will be payable soon.
| Invoice Number | Invoice Date | Invoice | Invoice Amount | Balance Owing | Status |
| INVxxx | 16/01/2026 | 28/02/2026 | $1,540.23 | $1,540.23 | Due on 28/02/2026 |
| INVxxx | 22/01/2026 | 28/02/2026 | $43.10 | $43.10 | Due on 28/02/2026 |
| TOTAL | $1,583.33 | $1,583.33 |
| ||
