How to Configure Automatic Account Statement and Memo Reports

This article will guide you through the steps to set up automatic scheduling of account and memo statements for selected accounts in Flawless POS.

You may refer to this video for a step-by-step guide on configuring automatic statement and memo reports:

https://www.youtube.com/watch?v=z8NkceURbSQ.

Step 1: Access the Wholesale Account Module

1. Open the Wholesale Accounts menu from the left navigation panel.
   
    

2. Select All Accounts on the left-hand side.
   
    
   
   
   

3. Click on the Schedule tab to access the scheduling options for account and memo reports.
   
    

Step 2: Enable Automation for Reports

1. To activate automatic report sending, check the appropriate checkboxes for Account Statement and Memo Report within the Schedule tab.
   
    
   
   

Step 3: Configure Scheduling Options

1. Choose when you’d like to receive the reports:
   
   

   • End of the Month

   • First Day of the Month

2. For Account Statement scheduling, you can also choose to include Open Memos and an Account Portal Link for added account insights.
   
    
   
   

Step 4: Select Accounts for Scheduling

1. By default, certain accounts may already be included. To add additional accounts:
   
   
   

   • Click the Add Included Account button.

2. In the dialog window, left-click the name of the account you want to add, and it will be automatically added to the scheduling list.
   
   

3. You may also delete the added account from the scheduling list by clicking on the trash icon located on the right side of the name.
   
    
   
   

Troubleshooting

For issues with configuring automatic scheduling or other scheduling options, please contact Flawless POS support for further assistance.