{"schema":"exacc.help.page/1","url":"https://exacc.au/help/send-customer-statements/","title":"Send statements and payment reminders","description":"Email a customer their statement of what they owe, or send reminder statements to every customer who is overdue, from Receivables.","category":"Invoicing & Payments","summary":"A reminder in Exacc is a **statement**: a PDF of the customer's open invoices with your bank details, emailed to them. In **Business › Sales › Receivables**, use **E-mail Statement** on one customer, or **Send all Reminders** to send to everyone overdue by a set number of days who has not had one recently.","lastVerified":"2026-09-29","apps":["app","mobile"],"processIds":["receivables"],"start":{"label":"Open Receivables","url":"https://app.exacc.au/{dbId}/sales/receivables"},"menuPath":["Business","Sales","Receivables"],"before":["The customer's email on their contact.","Your business name and email, and an **Income account** (for the bank details on the statement), in **Business Details**."],"steps":[{"step":1,"title":"One customer, now","body":["In **Receivables** open the **⋯** menu on the customer and choose **E-mail Statement**, then **Yes**. It is sent straight away. Click refresh to see today in **Last Reminder**.","To check it first, choose **Statement PDF** to download it."],"url":"https://app.exacc.au/{dbId}/sales/receivables"},{"step":2,"title":"Everyone who is overdue","body":["Click **Send all Reminders**. Set **Overdue by** (e.g. 30 days) and **Not sent in last days** (e.g. 14, at least 1) and click **OK**.","Exacc sends the statements within a few minutes and emails you a report of what went. Each statement lists the invoices that are overdue by at least the days you chose. You can do this once a day per business file."],"image":"https://exacc.au/help/send-customer-statements/step-2.png"}],"sections":[{"heading":"What the customer receives","body":["An email from your business name, replying to you, with the statement PDF: your details and bank account, their details, and each open invoice with its date, amount, due date and days overdue."]},{"heading":"Automatic reminders","body":["Exacc does not send reminders by itself. Send them from Receivables when you want them to go."]},{"heading":"On the mobile app","body":["In **Invoices › Debtors** tap **Send Reminders**: **Overdue Only** (by overdue days and days since the last one) or **Manual Selection**. On a customer, **Send Statement** sends just theirs. They go out within a few minutes."]}],"related":["https://exacc.au/help/view-receivables/","https://exacc.au/help/update-business-details/","https://exacc.au/help/record-customer-payment/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}