You can send 2 kinds of statement to a client

  • All invoices and payments statement
  • Outstanding invoices statement

To learn more about sending client statements, click HERE.

All client statements sent via Rounded are accompanied by an email which can be edited at a template level.

To set up the email template for Invoices and payments

1. Access the email template via Settings > Email templates

2. Click the Statements tab then under All invoices and payments statement, edit the email as required using the merge tags to personalise it.

3. Under Outstanding invoices statement field, click SAVE to save changes.

How to set up the email template for outstanding invoices

1. Access the email template via Settings > Email templates.

2. Click the Statements tab under the Outstanding invoices statement email template then edit the email as required using the merge tags to personalise it.

3. Click SAVE to save changes.

This email template will now accompany all future client statements. The email can still be edited before sending as required but any changes on the individual email will not affect the email template saved.

Don't forget to download the Rounded mobile app!

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