Statements is a tool which lives under the Billing module of Accelo, and offers a simple overview of outstanding invoices.
Using this guide, you can:
Hover over the Reports button on the Navigation bar and select Billing Statements.
This will take you to a list of all Clients in Accelo with outstanding invoices, in alphabetical order by client name, separated by billing contact.
Choose how you want to send these statements to the billing contact by choosing the Method (email or postal).
At the bottom of the page, select Send Statements and any clients you selected a sending method on will be sent a statement of their outstanding invoices.
Rather than manually chase down your clients' outstanding invoices, you can now schedule statements to be emailed to them automatically. This automation is set from the Billing & Rates Settings page.
To change your statement settings: