Copy emailed statements

Thank you for taking a moment to reach out to the Community, @BCW_christine.

I've got some information that I'm sure you'll find helpful about sending customer statements.

The Cc and Bcc option on the Accounts and Settings page only applies to invoices. However, you can activate the Email me a copy feature to receive a copy of each statement to the registered company email address.

Here's how:

1. Click the Gear icon in the upper right corner.
2. From the Your Company column, choose Account and Settings.
3. Select the Sales tab on the left.
4. In the Messages section, click the Edit icon (pencil image).
   
5. In the Sales forms dropdown, choose Statement.
6. Put a checkmark in the Email me a copy at [your email address] box.
   
   
7. Click Save and Done once you're through.

As another option, you'll want to create and save statements first. Then, send them afterward. Doing this allows you to add Cc and Bcc recipients.

1. Go to Get paid & pay or Sales, then Customers.
2. Select the checkboxes for the customers you want to make statements for.
3. In the Batch actions dropdown, select Create statements.
4. In the Statement Type dropdown, select the customer statement type:
   • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
   • Open Item: Lists all open, unpaid invoices from the last 365 days.
   • Transaction Statement: Lists all transactions for the selected date range.
5. Select the dates for the statements and the date range.
6. Review the customer's email addresses.
7. Select Save and close.

After that, send them manually by following these steps:

1. Go to Get paid & pay or Sales, then All Sales.
2. Click the Filter tool.
3. In the Batch actions dropdown, choose Statements.
4. Click Apply.
5. Select one statement and click the dropdown arrow under the Action column.
6. Choose Send.
7. Click the Cc/Bcc link.
   
   
8. Put your email address in either of those fields.
9. Click Send once done.

Additionally, you can use workflows and create recurring statements to customers. This helps speed up your work. 

Keep me posted if you need more help with creating workflow templates. I'd be happy to guide you. Have a great day, @BCW_christine.

Hi, @BCW_christine.

Hope you're doing great. I wanted to see how everything is going about sending customer statements. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!