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Paperless Statement Delivery

Megan Rosenbohm
  • Updated

Manage Customer Statement Delivery Preferences

Primary Audience: All Partner Users

Customers can choose whether they receive paper statements or digital statements through the Platform. Internal users can also update statement delivery preferences on behalf of customers from the Team Hub.

Offering digital statement delivery can help reduce mailing costs while giving customers convenient online access to their statements.

This feature is compatible with all ERP systems.

Enable Paperless Statement Delivery

Paperless Statement Delivery must be enabled before customers or internal users can manage statement delivery preferences.

Before enabling Paperless Statements, your organization should review any internal processes related to statement delivery and customer communication.

To enable this feature, contact your Partner Experience Manager.

Configure Statement Delivery Notification Emails

After Paperless Statement Delivery is enabled, an Admin user should configure Statement Delivery Notification email recipients within the Team Hub.

These email addresses will receive notifications whenever a customer updates their statement delivery preference.

To configure Statement Delivery Notifications:

  1. Navigate to Admin.
  2. Select the Locations tab.
  3. Open a location.
  4. Scroll to Statement Delivery Notifications.
  5. Enter the email addresses that should receive notification updates.
  6. Repeat this process for all locations as needed.

It is also recommended to configure at least one backup email address under:

Admin > Backup Notifications

Update Statement Delivery Preferences in the Customer Portal

Once enabled, customers can manage their statement delivery preferences directly from the Customer Portal.

By default, customer accounts are configured to receive paper statements.

To update statement delivery preferences:

  1. Navigate to Account in the Customer Portal.
  2. Scroll to the Statement Delivery section.
  3. Click Change Statement Delivery.
  4. Select one of the following options:
    • Digital Statements
    • Paper Statements
  5. Click Save Changes.

 

Customers who select Paper Statements will still be able to access statements online through the Platform.

Important Note

Customers are informed that statement delivery preference updates may take up to 30 days to fully take effect.

Update Statement Delivery Preferences from the Team Hub

Admins and authorized internal users can update a customer's statement delivery preference directly from the Team Hub.

Important: Paperless Statements must be enabled before statement delivery preferences can be updated from the Client Profile.

To update a customer's statement delivery preference:

  1. Navigate to Clients.
  2. Select the customer you would like to update.
  3. Open the Client Profile.
  4. Locate the Statement Delivery section.
  5. Click Change Statement Delivery.
  6. Select the desired delivery preference:
    • Paper Statements
    • Digital Statements Only
  7. Click Save Changes.

    Screenshot 2026-05-30 at 4.06.41 PM.png

The customer's statement delivery preference will be updated immediately after the changes are saved.

Agvance-Specific Functionality

For Agvance integrations, when a customer updates their statement delivery preference, the PrintStatement setting in Agvance is automatically updated to match the selected preference.

This automation reduces manual work and helps keep statement delivery preferences synchronized between the Platform and Agvance.

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.