skuruvil
07/03/2025, 9:00 PMCeligo AI
07/03/2025, 9:01 PMAI generated answer (using internal Slack threads):To generate a new customer statement that works on all customers, you can follow these steps: 1. Go to the customer record. 2. Click on Actions -> Generate statement. To generate customer statements in bulk, you can follow these steps: 1. Go to Transactions -> Customers -> Generate Statements. However, if you are trying to generate a statement for a customer in a subsidiary but the statement is being sent with the subject of ‘Parent Company’ Statement, this is a known system limitation. A workaround for this is to create a workflow or script to build your own bulk customer statement page. You can make a scheduled workflow that sends these out and customize the template within the workflow. You can also trigger this using a mass update so you can choose what statements to send and when. You can customize the subject and body of the email as well as include the statement as a PDF. If you are trying to automate Customer Statement generation & emailing, and you want to either consolidate them into one Statement or have the ability to generate a statement for each Subsidiary with a balance, you would need to script this or use the dunning module. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
07/03/2025, 9:01 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840018272
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822373509
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819892824
Celigo AI
07/03/2025, 9:01 PM