The following blog will explain how to set up the time frame in which your customer statements are processed from within your ServiceWorks account
To begin, click the cogwheel in the right corner of the toolbar to open the Configuration tab. Once opened, navigate to Invoice Settings → Statement Process
In the statement process menu, you’ll be presented with the option to have your customer statements processed on the last day of each month. Using this option will cause your statements to be available on the first of the following month (i.e. statements for January will be available on February 1st)
Unchecking this option allows you to set the date of the month in which your statements should be processed. Using this option will cause your statements to be available at the end of the period (i.e. statements set to be processed on the 20th will show the previous month’s statements once that date occurs)
You can also use the Add Financial Charge Automatically check box to apply these charges to statements. (More on finance charges HERE)
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