How can I send monthly statements automatcially ?

I’ve got some information about customer statements, Van.

At this moment, sending customer statements automatically isn’t possible in QuickBooks Online. I recognize how convenient it is to have this feature for your business.

You can send feedback to our Product Development team so they can take the best course of action to help and improve your experience. I’ll show you how:

1. Open your QuickBooks Online account.
2. Go to the Gear icon at the top, then select Feedback.
3. Enter your comments or product suggestions.
4. Click Next to submit.

You can track feature requests through the QuickBooks Online Customer Feedback website.

QuickBooks offers a few customisation options for statements. If you’d like to personalize them even more, check out this article for complete instructions: Create and send customer statements in QuickBooks Online.

In addition, here’s a reference that tackles how to create templates for recurring transactions: Create recurring transactions in QuickBooks Online. It includes steps to edit and duplicate existing templates if you already have one.

Please don’t hesitate to add a comment if you have any other questions or concerns besides customer statements. I’ll be here to help. Take care always!