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HI there.  When I send a statement to a client to chase up an overdue account, there are no account details listed, nor an option to set up a template so that I can provide our account details.

Generally, from my experience, the people who have overdue accounts are the people who don’t save our account details for payment next time, this means when I chase them, I have to provide additional details in relation to our bank account.

Please make provision for our bank account details to be provided at the bottom of an overdue statement.

And, please don’t suggest I send from the “Reminders” tab because that will only send it from my personal email address and not from our generic “accounts” email address, which is where we want all our accounts related emails to be sent from which means a number of people can access that inbox (in case I am away).  I have previously asked for that to be changed, and I was told I could change it, but I can’t.

Hi @Legal Secretary ,

For clarity and so that I can provide accurate feedback to our product team, can you let me know what statements you are generating and how you are currently sending them to your clients?

I will pass on your feedback about your issue with addressing the Reminder emails, because if this functionality let you change the email address it sounds like it would solve the problem.

I’ll tag @Jess and @Sam Stephens so that they can hopefully take a look at this for you.

I go into Smokeball reports and into Account Statements.

I then save it as a pdf and attach it to an email to client.

Has this issue been resolved.   We are new to Smokeball and we also would like to add our account details to the Account statements we are sending out. 

Maybe I could add them onto the address details?  

I am also going into Smokeball reports and into Account Statements.

Saving as a pdf (changing the invoice numbers in the pdf as SB did not bring across our old invoice numbers) and emailing to client.

Hi Legal Secretary-

Two things you may find helpful:

  1. Have your IT staff (or you) add your generic firm email address added to your Outlook account. When you create an email, use the pull down menu “From” and select that email address instead of your own.  (We have a “billing@xxxx.com” ) address we all use for sending invoices and other billing correspondence.
  2. Bank/payment info:  We include this in the body of the email template that accompanies the invoices. it says something like “Attached please find your invoices…...Payment Options:  and we list “Checks--make payable to….”  Echeck or credit card….use convenient links on your invoice…..ACH?Wire transfer and show our banking info.

This has worked extremely well. No need for the client to have to save the info anywhere or for you to have to send it separately.

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