Create a statement schedule

Set up statements to generate themselves on a cadence for chosen customers, payers or segments, and optionally lock and send them without anyone pressing a button.

In the sidebar, open Sales & Billing, then Statements, then Statement Schedules. The page address is /statements/schedules. A new schedule opens at /statements/schedules/new.

Before you start

• Know who should get statements: specific customer accounts, the accounts that pay on behalf of others, or a saved audience segment.
• Generate one statement by hand first so you know the result looks right; see Generate a statement.
• Your role needs permission to read statement schedules to see the page and permission to create them to add one.

Steps

1. Press New schedule. The Create schedule drawer opens.
2. Type a Schedule name, for example Monthly payer statements.
3. Under Branch scope, leave All branches or pick one branch.
4. Under Cadence, choose Monthly, Weekly or Every N days. Then set the matching field: Day of month, Day of week, or Interval days. Set Run hour and Run minute for the time of day, and the Time zone if it differs from the organization's.
5. Under Period window, choose what each statement covers: Previous calendar month (monthly only) or Rolling days with a number under Lookback days.
6. Under Targeting, choose Source accounts, Payer accounts or Audience segments. Then, under Targets, search for each account or segment and press Add. Each one becomes a chip; click a chip to remove it.
7. Under Delivery channel, leave Auto from account delivery policy so each customer gets it the way their account says, or force Email, SMS, Portal only or Manual / offline. Recipient override and Subject override are optional.
8. Tick Lock automatically to lock each statement as soon as it is generated, and Auto send after generation to send it too. Leave both unticked to review each run by hand.
9. Press Create schedule. Nova confirms and the schedule appears in the list with its next run.

What you see

• The list shows each schedule's name, Status, Cadence, Targeting, Branch, Next run, Last run and Resolved, the count of accounts the targets currently resolve to out of those set.
• The cards above the list count schedules that are Active, Paused and those that show Needs attention.
• Opening a schedule shows Run history underneath, listing the recent runs it started; see Monitor statement runs and retry failures.
• Next run override lets you set an exact date and time for the next run without changing the cadence.

If something looks different

• The page is missing from the sidebar: the statement pages other than Statements only show there when your company's menu size is Everything (see Choose your menu size). Type the page address instead, or search for its name at the top of Nova.
• New schedule is missing: your role cannot create schedules.
• Saving refuses with Select at least one source account (or payer account, or audience segment): the Targets list is empty for the targeting you chose.
• Saving refuses with a message about the day or interval: the cadence field for the chosen Cadence is blank or below 1.
• The drawer shows a message that schedules cannot be created or edited: the organization's currency settings are incomplete. Existing schedules can still be paused or canceled.
• Reset puts the form back to what is saved.

New statement schedule