How-to guide

How to automate monthly statements

Create a repeatable statement workflow that turns account activity exports into customer-ready monthly PDFs.

25 minute guide

What you'll need

1
Freeze the statement period
Choose the exact month or billing period the statement will cover and export the account data after late adjustments have been posted. Include opening balance, new charges, payments, credits, closing balance, due date, and support contact fields. A frozen export prevents the generated PDF batch from drifting away from the numbers your finance team has reconciled.
2
Map balances to the template
Use the monthly statement template and connect each CSV column to the matching Liquid variable. Keep the summary section simple enough for customers to scan quickly, then add explanatory labels for charges, payments, and balance due. If some accounts have credits or zero balances, make sure the template language still reads naturally.
3
Preview reconciled examples
Render several accounts before generating the full batch. Pick rows with a high balance, a zero balance, a recent payment, and a long organization name. Compare each PDF against the source export and confirm that the arithmetic is understandable: opening balance plus charges minus payments should align with the closing balance shown.
4
Generate and archive the run
Run the full statement batch after preview approval. Store the PDFs with a date-stamped folder or account record before sending them to customers. Keep the CSV, template version, and any row-level errors together so support and finance can explain what happened if a customer asks about a previous statement.

How-to guide

Create a repeatable statement workflow that turns account activity exports into customer-ready monthly PDFs.

25 minute guide

1
Freeze the statement period
Choose the exact month or billing period the statement will cover and export the account data after late adjustments have been posted. Include opening balance, new charges, payments, credits, closing balance, due date, and support contact fields. A frozen export prevents the generated PDF batch from drifting away from the numbers your finance team has reconciled.
2
Map balances to the template
Use the monthly statement template and connect each CSV column to the matching Liquid variable. Keep the summary section simple enough for customers to scan quickly, then add explanatory labels for charges, payments, and balance due. If some accounts have credits or zero balances, make sure the template language still reads naturally.
3
Preview reconciled examples
Render several accounts before generating the full batch. Pick rows with a high balance, a zero balance, a recent payment, and a long organization name. Compare each PDF against the source export and confirm that the arithmetic is understandable: opening balance plus charges minus payments should align with the closing balance shown.
4
Generate and archive the run
Run the full statement batch after preview approval. Store the PDFs with a date-stamped folder or account record before sending them to customers. Keep the CSV, template version, and any row-level errors together so support and finance can explain what happened if a customer asks about a previous statement.