Biller Genie makes it easy to automatically send statements of open invoices to your customers.
Reminders allow you to send a single statement of all open invoices on a selected day of the month. See Installing reminders for more information.
Sending statements functions the same way you send reminders, but instead of sending a single invoice, Biller Genie will send a summary of all open invoices to the customer.
You can also send a Statement off schedule by clicking "Send Statement" from any customer that has more than one open invoice:
Customers can view the Statement summary online and download individual statements of all invoices:
Pro Tips:
- If partial payments are enabled, customers will be able to make partial payments against each individual invoice
- You can turn off individual invoices and send only statements, or both, but consider your messaging strategy to make sure you are not messaging too frequently
- Payments will be applied directly to each invoice paid for the amount paid