How to Set Up Bulk Customer Statements
Quipli's bulk statement feature allows you to automatically send customer statements in batches on a monthly schedule, eliminating the need for manual one-by-one distribution. This keeps customers informed of outstanding balances while streamlining cash flow management.
1. Navigate to Settings > General Settings.
2. Click the Options tab.
3. Scroll down to the Checkout section and change Enable Statement Payments to Yes.
4. Go to the Account section and locate Bulk Send Statements Monthly. Select a day and time to send statements each month.
5. Scroll to the bottom of the page and click Save Changes.