Pausing statements for specific customers allows you to tailor communication based on their needs. It helps reduce unnecessary statement forwarding, align with invoicing preferences, and strengthen your relationships with your customers. Please note: enabling statements is a requirement of cash-in, and therefore, pausing a statement will result in the customer's invoice being ineligible for cash-in.
Follow these steps to remove or add statement recipients.
Log in to your account
Click on Customers
Select View Details for the relevant customer
Scroll down to the Statements section, and switch off the Send Status option
Tick the cash-in condition, and select Confirm, to pause the delivery of monthly statements for the customer
And there you go, in just a few steps, you’ve excluded specific customers to maximise the percentage of invoices eligible for cash-in, while ensuring your statements reach the right customers.