This enhancement ensures that Zenople by Aqore sends Monthly Statement emails only to customers who meet the eligibility rules defined by the selected Inclusion Type.
The update prevents blank or irrelevant statements from being sent, improves communication accuracy, and ensures a more professional client experience.
Key benefits include:
- More accurate and meaningful statements
- Prevention of unnecessary outbound emails
- Improved compliance with internal communication standards
- Consistent behavior even during invoice correction scenarios
Functionality
This improvement applies to the Logic behind sending Monthly Statements to Customers automatically (Auto Monthly Statement), configured through Service Profile in CMS.
Updated Inclusion Type Rules
When the Auto Monthly Statement job runs, the system now evaluates each customer based on the selected Inclusion Type:
1. Past Due Only
Emails are sent only when:
- The customer’s balance is greater than 0
- AND at least one invoice is past its due date
Emails are suppressed when:
- The balance is 0, even if invoices are past due
- The balance is greater than 0 but all invoices are current
2. All
Emails are sent only when:
- The customer’s balance is greater than 0
Emails are suppressed when:
- The balance is 0 or negative
3. All with Zero Balance
Emails are sent only when:
- The customer has at least one invoice, regardless of payment status
Emails are suppressed when:
- The customer has no invoices at all
Organization Service Profile Override Logic
Even if a customer is enabled for Auto Monthly Statements in the Organization Service Profile (OSP), an email will not be sent if the customer fails the Inclusion Type rules.
Invoice Correction Handling
The updated logic applies uniformly during invoice correction cycles to ensure consistency and prevent blank or incorrect statements.
Additional Notes
- The system never sends blank statements under any circumstances.
- This enhancement ensures cleaner, more relevant monthly communications and reduces unnecessary email volume.
- No additional configuration is required; the logic is enforced automatically whenever the job runs.