How to send Live Invoice Statements to clients

Automatically send a live statement to your customers either every week, two weeks, or at the start of the month using the Live Statements automation.

First,  create a Live Statements automation.

Set the frequency at which you would like statements to be sent

Configure your email template

Review your settings. Once the Live Statements automation is enabled, statements will be sent to the customers for which you enable the "Send Live Statements" option. 

To activate Live Statements for a client, first open their Client card. In the Billing Details tab, tick "Send Live Statements"

On each Monday, second Monday or on the 1st of each month (depending on the frequency you set), a live statement link will be sent out to clients with the "Send Live Statements" option who have outstanding invoices.

For invoices to appear on the live statement:

  • the job status must be Complete; 
  • the invoice must have been sent to the client; 
  • the invoice is available for the client to view online i.e. the invoice email and/or SMS template included the {document} merge field which converts to an online invoice link; and 
  • the invoice must be outstanding.

The live statement will not display paid invoices i.e. where the invoice Balance is zero in ServiceM8.

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