Monthly Statements

Have you ever tried to keep your customers updated on their current account balances and work completed for them? Monthly Statements in Striven can not only provide a Financial Snapshot of their account, it can also provide detailed information about work that is Pending, In Progress, and what has been Completed.

  • Create a Custom template with the information you want to share with your Customers.
    For example, Custom Content for Headers and Footers, Appointments, Tasks, Sales Orders,
    Invoices, etc.
  • Send Monthly Statements individually or en masse.
  • Send Statement to Customers based on selected criteria.
  • Set Statements to go out automatically using the recurring settings.

Watch this video to learn more about using Monthly Statements in Striven.

Feel free to comment below with any questions you may have about the Monthly Statement in Striven. :slight_smile: