You can configure Omnibasis to create periodic statements for an account with omniBooks.


General Statement Settings

First, we need to configure the frequency of statements for all ledger accounts.

  1. Navigate to omniBooks \ Settings.
  2. Select Statements section to configure how often ledger account statements are generated.
  3. Select Frequency and set optional Delay for a statement in days.
  4. Click Update to update settings.

Ledger Account Statements

Next, we will configure a specific loyalty program statements.

  1. Navigate to omniBooks \ Ledger Accounts or omniBooks \ User Ledgers \ User Accounts to configure statements for user accounts.
  2. Select Edit next to the Ledger Account you want configure..
  3. Navigate to Configure section..
  4. Turn on Create Statements and click Save to update the account.



View Statements

If you turn on statement for a ledger account, you will be able to see and manage ledger account statements.

  1. Navigate to omniBooks \ Ledger Accounts or omniBooks \ User Ledgers \ User Accounts.
  2. Next to the ledger account, select options menu and click Statements.
  3. To view a specific statement, select options menu next to the statement and select View. 
  4. To send an email with a link, select Send Statement.