video1.0<iframe src="https://www.loom.com/embed/0f849b5cdb5a4ce6809c7c992f5c0113" frameborder="0" width="3022" height="2266" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>22663022Loomhttps://www.loom.com22663022https://cdn.loom.com/sessions/thumbnails/0f849b5cdb5a4ce6809c7c992f5c0113-180e2323313bf053.gif821.125This Loom shows how to add an authorized contact to a customer and set up automatic account statements. It demonstrates adding Dana Whitfield for Clear Watersite Services as an authorized contact and checking her as a statement recipient so she receives statement emails with a PDF. It then covers creating and assigning a monthly customer statement template and configuring the statement schedule for 12 p.m. on day 1 of the month, with options like day 28 and day 15, and using conditions such as money owed. Finally, it explains what the statement contains, including an aging summary, totals, and a list of open invoices such as those from different branches.