Hi @all,
Have been trying to configure Automation Schedule to email statements. When I select Bi monthly which is the statement cycle ID set up for my customers no records come into view as shown;-
What actually causes this? And again what if I continue configuring the automation schedule, will it be able to email the statements even if no customer records appears?
Best answer by Laura02
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+18
Hello,
Depending on how customers are marked above, select appropriate Action and Cycle in Print Statements screen. If above steps are correct, customers with unpaid balance/documents will automatically appear in Print Statements screen.
When automating statements, please note there are two steps in two screens and both will need be automated in this order:
Prepare Statements for the bi-monthly cycle
Print statements for the bi-monthly cycle.
If no customers appear on screen when manually running the above processes, then no customers will appear on screen during automation and no statements will be sent.
Laura
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