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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Sending Consolidated Statements via workflow

edited Jun 2, 2025 2:54PM in Ask A Guru 8 comments

I successfully created a workflow to send statements to our customers each month. However, there are a few that need a consolidated statement (the parent wants one statement for all open invoices for their children).

Whatever I have tried as criteria in my search fails to return any information. Does anyone know the fields I need for the criteria and would the results need to be different then sending statements to one customer?

We would like to automate parent/child statements as well.

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