How to send clients a link to their Live Statement

Live Statements are a simple, automated way to send your high-volume clients all their outstanding invoices. Just how it sounds, a Live Statement is a live URL for clients to see all their outstanding and recently paid invoices, which updates as invoices are paid.

Live Statements is an optional automation, using the Automation Add-on. Clients you select to receive Live Statements are automatically sent their statement URL via email and/or SMS, according to your preferences in Settings > Automation > Live Statements.

However, while clients receive their statements automatically, if you want the ability to manually follow up clients about their statement, or reference the link, you can do so by adding the {statement} merge field to your email & SMS templates:

When you choose the message template in a job for the relevant client, the merge field will convert to the statement URL link:

0 out of 0 found this helpful