How do I configure automatic account statements and memo reports?

1. Navigate to the Wholesale Accounts module from the left navigation panel.
2. Select All Accounts on the left-hand side.
3. Click on the Schedule tab to access scheduling options.
4. Enable automation by checking the appropriate boxes for Account Statement and Memo Report.
5. Configure scheduling options, choosing when to receive reports (e.g., end of the month, first day of the month).
6. Select accounts for scheduling by clicking Add Included Account and choosing the desired accounts.

Related Article: How to Configure Automatic Account Statement and Memo Reports