Nova Statement Schedules & Runs
Statement schedules, runs and delivery issues, under Sales & Billing › Statements.
- 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.
- Monitor statement runs and retry failures
Watch each batch of statements being generated or sent, see how far it got and what failed, and queue a retry for the failed ones.
- Pause, resume or cancel a statement schedule
Stop a statement schedule from running for a while, start it again, change what it does, or cancel it for good while keeping its history.
- Review statement delivery issues
Find statements that failed to send, are still undelivered, or were delivered but never opened in the portal, and read the provider's reason so you can fix and resend.