View and manage your statement automations.
| Name | Status | Day of Month | Created | Updated | Email Subject | Email Body | SMS Body | Invoice Filters | Statements Sent | Edit Settings |
|---|---|---|---|---|---|---|---|---|---|---|
| High-value accounts statement | Inactive | 1 | 7/9/2026 | 7/9/2026 | High-value account statement | Hi, please find attached your account statement for review. | — | Min $5000 | 1 | Click to edit |
| End of month statements | Active | 28 | 7/9/2026 | 7/9/2026 | End of month account statement | Hi, please find attached your end of month account statement. | — | No filters | 32 | Click to edit |
| Mid-month statements | Active | 15 | 7/9/2026 | 7/9/2026 | Mid-month account statement | Hi, here is your mid-month account statement. | — | Min $100 | 11 | Click to edit |
| Statement automation | Active | 1 | 7/9/2026 | 7/9/2026 | Your account statement | Hi, please find attached your latest account statement. | — | Min $0 | 14 | Click to edit |