Configuring Automated Statements

Statements can be generated manually at any time from the Fusebill UI, Self Service Portal (SSP) or via our API or automated by configuring the Billing Setting options at the Account level. A new Statement Email Notification (described below) can be configured to automatically send the generated Statements to your customers.

Note: When turning on the Statement feature at the Account level, be aware that the system will generate a statement for all customers for the current billing period. If you have enabled the Statement Notification email, all generated statements will be sent to your customers. If you do not want your customers to receive these initially generated statements, ensure that you disable the Statement Notification email until all are generated.

To Configure Statements:

1. Go to Settings > Statements. This will open the configuration screen.
   
2. To turn on Automated Statements, toggle the Statement Sending Schedule button to ON.
3. Choose a style:
   • By Transaction
     • Discounts and taxes are grouped with their charges.
     • Transactions are sorted chronologically and organized into debit and credit columns.
     • Transactions that cause balance owing appear first on same date followed by items that decrease. E.g. an automated payment will come after the charges.
       
   • By Subscription
     • Charges are organized by Subscription and then by the Invoice on which they were billed.
     • Discounts and taxes are grouped with their charges.
     • Transactions are sorted chronologically.
       
   • Summarized - Only totals are shown; they are grouped into four groups: Charges, Purchases, Discounts, and Payments.
     
4. If you are using Tracked Items on products, choose whether to display them in your statements or not. If enabled, you can also choose:
   • whether to include the tracked item information inline within the Statement, or show them on a separate page; and
   • which tracked item fields should be displayed on the invoice.
     

   Note: The setting for Tracked Item fields applies to all Products with Tracked Items. You cannot choose the fields per product.

5. Choose the frequency on which to generate the statements. You can choose Monthly or Yearly (multiples of months or years is not currently available, e.g. every 3 months).
   • On Customer Anniversary is the day the customer activated - most likely used if customers configured with Floating Bill Date
   • On a Specific Date - Most likely used if all customer have a fixed billing date (ex. 1st of Month)
6. Click Update to save your changes.

Samples

To view sample statements, see Working with Statements.

Email Notifications for Statements

If you want your customers to receive these Statements automatically, ensure that you enable the Statement Notification. This can be configured at the Account level, via Settings > Emails > Statement Notifications or at the Customer level if you only want certain customers to receive them monthly.

For more info on how to setup your Email Notifications, go to Configuring Email Notifications.