Question

Customer Statements - business day vs day of month

  • 16 November 2023
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We generally close our invoicing for a month by the second business day of a month and would ideally like to have Acumatica automatically generate the customer statement on the third business day and send them out. 

Not sure the best way to handle this. Seem to be able to set up the automation schedule to email the statements on the third business day, but the statement cycles screen that generates the statement only gives the option of selecting a fixed day of the month. The issue with this is that the 1st of a month can start on a weekend and could result in our statements being generated on the 1st business day of the month while we are still finishing our invoicing for the month. 

 

 


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