Billing Automation: Automatically Share a Statement

Client-level settings

Automatically sharing of statements can be turned on or off within a client's Billing > Settings tab. You will also designate when statements will be shared after they are created to give you time to make changes.

Account Settings

If you wish to have statements automatically shared with new clients after creation, you can select Yes for the Are statements automatically shared with new clients by default? option. If turned on, you can select how much delay to have between creating the statement and sharing it. The delay allows time to make changes or delete the statement if necessary.

While we do have automatic statement sharing feature, we currently don't have automatic statement creation feature. You will still need to manually create any statements.