As a distributor, the Statement Emails page allows you to automate and oversee how your customers are notified about updated balances. Within this tab, you can create various statement configurations to send updates on a Daily, Weekly, or Monthly basis. Once these settings are created, you can add customers to them; those with the “wants payment email” preference enabled will receive an automated notification. This email informs the buyer of their updated balance and provides a direct “Pay balance” link to a page where they can conveniently settle open invoices.
The Statement Emails page can be found under the Payments tab in PMC.
Why Use Automated Statements?
Consistent Communication: Ensure customers stay informed about their updated balances with regular notifications.
Reduced Manual Tasks: Save time by automating the compilation of account activity and using the “Default” setting to automatically enroll new customers without manual setup.
Improved Cash Flow: Encourage faster settlement of open invoices by providing a direct “Pay balance” link in every email, allowing customers to pay instantly.
How it Works
The "Create New" window for configuring statement settings.
View current statement settings:
Customer Targeting: View which specific accounts are currently set up to receive automated statement emails.
Click “Create New” to configure a new setting:
Set Delivery Frequency: Monitor how often customers receive updates, with support for the following cadences:
Daily: Customers will be emailed daily for all outstanding invoices
Weekly: Select day of the week
Monthly: 1st, 15th, or Last day of the month
Schedule Dispatch: For weekly or monthly statements, the dashboard shows the exact day the email is sent, such as “Monday” for weekly updates or the “1st of the month” for monthly reports.
“Save settings as default” (optional): By designating a specific statement configuration as “Default”, any new customers added to the platform are automatically enrolled on that schedule, removing the need for manual setup each time you onboard a new account.
Update Existing Settings:
Customization: Use the Edit (pencil) icon on the right side of any entry to adjust an individual customer’s schedule or the Create New button to set up automated statements for a new account.
What the Customer Sees
Customers included in a statement setting will receive a clean, branded email indicating that they have an updated balance and can click ‘Pay balance’ to pay the open invoices: