is there a way to automatically send customer statements every month

We use a scheduled customer workflow for this, using a saved search as criteria. Added a "Send Monthly Statements" checkbox on the customer record

What action do you perform on the workflow state?

A send email action with "include statement" checked

Wow, thanks! Is this checkbox new? I've never seen it before!

Not too new, nope. I think it must just have escaped you! Had this workflow running for at least a couple of years

Amazing, thanks! (Its only been 4 years since I passed my admin exam and i have no idea how thats escaped me!)

hmm where is this check box on the customer record? i don't see it on the standard form

If you're referring to "Send Monthly Statements" I added a custom entity field for that.

yeah that's what i am referring to, you created a custom field on the customer record and if that box is checked you scheduled a workflow that would send email. we want to send it all customers with certain template.

Yeah, I use a saved search for the WF action criteria. It's results are customers who have that custom checkbox checked and also have a balance > 0. Not sure about the statement form, you'll have to test