How to Configure Automatic Account Statement and Memo Reports

This video tutorial simplifies account management by teaching how to set up automatic sending of account and memo statements in Flawless POS. This feature uses the 'Wholesale Account' module, where you'll find the scheduling options under the 'Schedule' tab. 

By activating specific checkboxes, you can automate the generation of account and memo reports on either the last or the first day of each month. Additionally, account statement scheduling can incorporate open memos and an account portal link. You can easily specify which accounts will benefit from this automation by adding them to the scheduling list. 

For detailed guidance on this process, please refer to our instructional video.

Configuring Automatic Account Statements and Memo Reports