---
title: "Auto Monthly Statement Improvement"
slug: "auto-monthly-statement-improvement"
updated: 2026-03-26T11:50:19Z
published: 2026-03-26T11:50:19Z
canonical: "zenoplesupport.aqore.com/auto-monthly-statement-improvement"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://zenoplesupport.aqore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto Monthly Statement Improvement

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.