You can send two kinds of statements 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 that 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 the 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.
Remember to download the Rounded mobile app!