{"id":37712,"date":"2025-08-04T08:38:27","date_gmt":"2025-08-04T08:38:27","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%87%d9%84-%d9%8a%d9%85%d9%83%d9%86-%d8%ac%d8%af%d9%88%d9%84%d8%a9-%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d9%83%d8%b4%d9%81-%d8%ad%d8%b3%d8%a7%d8%a8-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%83%d9%84\/"},"modified":"2025-09-02T10:47:49","modified_gmt":"2025-09-02T10:47:49","slug":"can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/","title":{"rendered":"Can account statements be scheduled to be sent to clients at the end of each month?"},"content":{"rendered":"<p>The system does not directly support scheduling automatic client account statement emails at the end of each month within the system itself. However, you can manually send a client&#8217;s account statement. From the main menu, click on <strong>\u201cClients\u201d<\/strong>, then select <strong>\u201cManage Clients\u201d<\/strong>, open the desired client profile, click on &#8220;<strong>Statement\u201d<\/strong> from the available actions, and then choose <strong>\u201cEmail to Client\u201d<\/strong> to send the statement via email.<\/p>\n","protected":false},"author":29,"template":"","categories":[2131],"tags":[],"class_list":["post-37712","faq","type-faq","status-publish","hentry","category-manage-clients"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Can account statements be scheduled to be sent to clients at the end of each month? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Can account statements be scheduled to be sent to clients at the end of each month? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The system does not directly support scheduling automatic client account statement emails at the end of each month within the system itself. However, you can manually send a client&#8217;s account statement. From the main menu, click on \u201cClients\u201d, then select \u201cManage Clients\u201d, open the desired client profile, click on &#8220;Statement\u201d from the available actions, and [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-02T10:47:49+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/\",\"name\":\"Can account statements be scheduled to be sent to clients at the end of each month? - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2025-08-04T08:38:27+00:00\",\"dateModified\":\"2025-09-02T10:47:49+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Can account statements be scheduled to be sent to clients at the end of each month?\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Can account statements be scheduled to be sent to clients at the end of each month? - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/faq\/can-account-statements-be-scheduled-to-be-sent-to-clients-at-the-end-of-each-month\/","og_locale":"en_US","og_type":"article","og_title":"Can account statements be scheduled to be sent to clients at the end of each month? - Daftra Knowledge Base","og_description":"The system does not directly support scheduling automatic client account statement emails at the end of each month within the system itself. 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