You can attach customer account statements directly to emails. The statement is generated at the time the email is sent and reflects the selected format, date range, and customer scope.
Attach a Statement to an Email
Create a new email.
Select the attachment icon.
Click Attach account statement.
Choose the statement type.
Set the start and end dates.
Enable Include linked customers if required.
Click Attach.
The statement is added as a standard email attachment and can be reviewed or removed before sending.
After attaching a statement, you can: View the statement configuration Confirm the selected type, dates, and linked customer setting Remove the attachment if changes are needed
Configure Statement Attachments in Email Templates
Email templates support predefined statement attachments.
Open the email template editor.
Navigate to Statement attachments.
Select a statement type.
Set the lookback days.
Choose whether to include linked customers.
Save the template.
When the template is used, the statement is automatically attached using the saved configuration.
Note you will not see these in the Preview Mode it will only be display when sent via a workflow or used as a manual email.
Related Articles
For more information on managing your customer communications, please refer to the rest of our Help Centre articles: Emails