Send order statements#

Open Documents in an order to preview its statement and check delivery history.

Before sending the first statement#

1. Enter the Statement deposit account under Settings → Company info.
2. Add stamp and signature image URLs if they are required.
3. Check the customer's mobile number.
4. To send a copy to the assignee, add a mobile number to that person's My profile.

Send a statement#

1. Open Documents in the order.
2. Preview the statement.
3. Select the customer or order assignee as a recipient.
4. Check the mobile number and send.

Before approval, StackCube sends a draft statement without the stamp or signature. After approval, it sends the final statement from the approved order. A rejected order cannot be sent.

Send automatically after approval#

Turn on Send statement on approval under Settings → Orders. StackCube sends the statement to the customer's mobile number when the order is approved. Turn on Also send a copy to the assignee to send that person a separate link.

Delivery history#

The Documents window shows the recipient, delivery status, and whether the link was opened. If delivery fails, check the customer or assignee mobile number and the Alimtalk settings before sending again.

Do not put private internal information in a shipping memo. It may appear on statements and other customer documents.