Please review the guide on How Do Automatic Communications Work? for additional info on Sending Statements
Each contact in Molo can have their own Statements Preference set. This determines how Emailing and Printing Statements work would when using the Statements Page.
- Go to Menu >> Contacts and Vessels >> Contacts
- Click once on the contact for which you want to change the statements preference.
- Click the Edit Contact button at the top of a contact.
- From there, click the dropdown to set the Statements Preference and/or Automatic Charging preference
- Statement Preference defines how the Contact would like to receive their Billing Statements and can be set to Email*, Print or Do Not Send
- Automatic Charging Preference defines how the Contact would like to be charged when running the Automatic Charging and can be set to Not Authorized*, Paused, Charge Credit Card or Charge Bank Account.
