Unfortunately, Flipcause doesn't have that ability at this time. However, we can send the accountant a monthly statement via email. Below are the steps on how to send a monthly statement automatically via email.
- Go to the Merchant Account tab.
- Select the Statements tab in the top navigation.
- Toggle Automatically send monthly statement emails to stakeholders such as bookkeepers and members of your board! to "Yes".
- Enter the email address and hit the Save button.
If you need further support, remember that you can always reach out to your Success Team!