The Statement Settings page of Brisk Invoicing is used to set the standard text that appears on printed statements and configure automated statements.

Automated Statements

Use automated customer statements/invoices

Enable this checkbox to automatically generate customer statements and email them to your customers.

Next document date

Enter the date on which you want to send customer statements or overdue invoices.

All Customers

This option indicates to send statements for all your customers.

Overdue Customers

This option indicates to send statements for only customers with an overdue invoice.

Email every (days)

Enter the number of days between sending documents for your customers, this also controls the statement period.

Statements

This option indicates to send only customer statements.

Past due invoices

This option indicates to send only invoices that are overdue.

Statements and Past due invoices

This option indicates to send both invoices that are overdue and customer statements.

Ignore invoices under

Enter an amount to prevent overdue invoices being sent to your customers when the outstanding amount is below this amount.

Statement text items

Enter text to replace the corresponding fields on statements.

Foot Note

Text entered here will appear at the bottom of the customer statement. Choose an alignment and font size for the text.