Use this reference while reviewing a generated collection statement. This article only applies to firms who have not yet automated their smart statements and have instead chosen to manually review and send each staged statement daily.
Statement fields
| Field | Source | Editable per statement |
|---|---|---|
| From | Sender configured in Settings → Collections Settings | No |
| To | Client Billing Contact email | No |
| Cc | One or more email addresses configured for the applicable aging-bucket template | Yes |
| Bcc | One or more email addresses configured for the applicable aging-bucket template | Yes |
| Subject | Template for the client's aging bucket | Yes |
| Headline | Aging-bucket template | Yes |
| Message | Aging-bucket template | Yes |
| Statement preview | Fields above plus client aging data | No |
Controls and actions
| Control | Purpose |
|---|---|
| Client partner | Shows the partner assigned to the client |
| Enable statement emails | Blue includes the client in statements; grey suppresses statements |
| Send Myself a Test | Emails the current statement to the signed-in user |
| Add Attachment | Adds a file to the statement |
| Skip Statement | Dismisses the current draft |
| Approve and Send | Sends immediately to the address in To |
The preview includes the client's aging table and a Review & Pay button linking to the payment portal.
Insert Variable placeholders
Use Insert Variable in the subject, headline, or message to add values that resolve at send time. Variables also work in settings templates. If an underlying value is empty, the variable resolves to a blank space. There is no separate balance variable.
| Variable | Description |
|---|---|
| Client name | The name of the client receiving the statement |
| Firm name | The name of your firm |
| Client ID | The client's unique identifier |
| New invoice count | The number of invoices that are unpaid but not yet overdue |
| Overdue invoice count | The number of invoices that are at or past their due date |
| Total invoice count | The number of unpaid invoices |
| New amount due | The total value of invoices that are unpaid but not yet overdue |
| Overdue amount due | The total value of invoices that are overdue |
| Total amount due | The total value of all unpaid invoices |