Appliance.io Updates & Improvements

Settings

August 11, 2026

What’s New

Accounts Receivable can now create and email statements for selected unpaid orders.

Enable the email-statement feature in Settings, then select report rows for a single customer.
Review the customer's billing email, selected orders, outstanding balances, and statement total before sending. Current PDF copies of the selected orders are included.
Use the From Salesperson option to send under the salesperson's name and group order details by salesperson.
Review column totals at the bottom of the report.