MYOB: Send customer statement
myob_send_customer_statementMYOB: Email a customer statement as a PDF to one or more customers. Sends statements the way Sales > Customer statements does. Type invoice lists unpaid invoices as at the statement date; type activity lists invoices and payments between two dates with a running balance. Customers with a zero balance are left out unless include_zero is true. The text is free text only, with no email variables. By default you confirm each call; you can switch that off for this tool. Reaches other people: confirm with the user before each call. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | For type activity: last day. | |
| from | No | For type activity: first day. | |
| message | No | Email text. Default: the MYOB email default. | |
| customer_ids | Yes | Customer IDs from list_customers. | |
| include_zero | No | Include customers with a zero balance. Default: false. | |
| statement_date | No | For type invoice. Default: today. | |
| statement_type | Yes | invoice or activity. |