Attaching Statements to an Email

Use the Attachments section for a Send Email action to attach a statement. Use the Include Statement property to attach a statement for workflows based on the Customer, Lead, or Prospect record types.

For example, you can create a workflow that runs one time a week, uses a search for any customer more than 90 days overdue, and sends an email with the days overdue and attached statement.

To include a statement with the Send Email action:

If you have not already done so, create a Send Email action.

See Creating an Action and Send Email Action.
Under Attachment in the Parameters section, enable Include Statement.

Specify the following properties:

Property	Description
Type	Rendering style of the statement. Choose one of the following options: Inline - Above. The statement information appears above the body text of the email. Inline - Below. The statement information appears below the body text of the email. Default. The statement is attached based on the customer's email preference from the Preferences tab of the customer record. If the customer's email preference type is also set to Default, the statement is attached according to the email preference of the current user in the workflow. HTML. The statement appears as an HTML attachment in the email. PDF. The statement appears as a PDF attachment in the email.
Statement Date	Date the statement was generated.
Start Date	Date of the earliest transactions to show on this statement. Leave blank to show all transactions for the customer.
Show Only Open Transactions	Include only transactions in an open state. If there is no Start Date, the statement includes all open transactions in the customer history.
Consolidated Statement	Send a statement showing the overall balance for the customer-subcustomer hierarchy. Requires the Consolidated Payments feature. Disable this option to show only a balance.
Use Customer’s Locale	Generate the statement in the language of the customer, instead of the default or company language. Only available for workflows based on the Customer record type.

Property

Description

Type

Rendering style of the statement. Choose one of the following options:

Inline - Above. The statement information appears above the body text of the email.
Inline - Below. The statement information appears below the body text of the email.
Default. The statement is attached based on the customer's email preference from the Preferences tab of the customer record. If the customer's email preference type is also set to Default, the statement is attached according to the email preference of the current user in the workflow.
HTML. The statement appears as an HTML attachment in the email.
PDF. The statement appears as a PDF attachment in the email.

Statement Date

Date the statement was generated.

Start Date

Date of the earliest transactions to show on this statement. Leave blank to show all transactions for the customer.

Show Only Open Transactions

Include only transactions in an open state.

If there is no Start Date, the statement includes all open transactions in the customer history.

Consolidated Statement

Send a statement showing the overall balance for the customer-subcustomer hierarchy.

Requires the Consolidated Payments feature.

Disable this option to show only a balance.

Use Customer’s Locale

Generate the statement in the language of the customer, instead of the default or company language.

Only available for workflows based on the Customer record type.

To include a statement with the Send Email action:

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