Recurring payment reminder for customer in Accounting

If you wish to create a recurring payment reminder to be emailed automatically to your customer,  you can set Accounting to send a Monthly Invoice statement, where your customer will be able to see all the outstanding invoices. 

NOTE: This feature is only available for Customers, not Vendors! 

1. Go to the tab Contacts
2. Select Customers
3. Click on the relevant customer and make sure you are on the Activity subtab
4. Hover your mouse over the button Manage all the way to the right of the screen
   
   
   
   
5. Click on Statements
6. Hover your mouse over the button Manage Statement on the right-hand side
7. Click on Schedule Monthly Statements from the drop-down menu
   
   
   
8. Enable Monthly Statement
9. Fill out the form that appears which will contain the customer email to receive the statement, anyone else that needs to be Cc'd on it, the subject line, and the body of the email
10. Select which day of the month the statement needs to be sent
11. Check the box to Exclude zero balances invoices if it applies
12. Save