Send automatic statements to customers

How to add a statement step to a workflow

You’ll set this up inside an existing or new workflow. See Workflows for how enrolment and the rest of a workflow’s steps work.

1. Add a statement step

   In a workflow, add a new step under calendar reminders. It sits alongside any invoice reminder or thank-you steps in the same workflow.

2. Set when it sends

   Under Calendar reminders, set the days into the month you want it to send. Add more than one if you want statements going out twice a month. Trove sends to everyone enrolled in the workflow on those dates, every month.

   

3. Write the email, pick your address, decide what triggers it

   Write the subject and message your customers will see, and choose which of your connected addresses it sends from. Add any cc or bcc recipients you want copied in. Turn on Attach statement and pick the statement type, then use Only send when overdue to decide whether it goes to everyone enrolled or just those overdue.

   

4. Turn the workflow on

   Review the workflow and switch it on. Each customer enrolled gets a statement covering their own outstanding invoices, sent automatically on your chosen date.

Want a different message or schedule for a different group of customers? Build a separate workflow for each, with its own enrolment criteria, dates and wording.

What plans include it

This feature is part of Trove's core set and is included on all plans.

Related features

• Automate invoice chasing with workflows →

  A workflow is an automatic reminder schedule you enrol customers into, so Trove sends reminders and statements and stops when an invoice is paid.