At this stage we don’t allow for the attaching of Statements from Forecast Live.
The Reminder is however shipped showing a table of Due Invoices to the email Template, which serves a similar purpose. This is customisable too
Your administrator User sets the parameters for this list of Debtors.
This is under the Admin menu/App Settings
Send Invoices over X Days Overdue:
- Excludes invoices that have overrun their due date by fewer than this many days.
Send Invoices over Y Days since last notification:
- This parameter is for AR personnel workflow – if an Invoice Reminder has been sent via Forecast in the last Y Days, that invoice will not appear on this list. This prevents a customer from receiving both a manual notification (E.G. From Send All) AND an automated one from the Overdue Invoice Reminder