Learn how to set up Automatic Email Statements. Manage invoices, activity reports, and more, delivered straight to your inbox.
Automatic Email Statements do exactly what the name suggests! Rather than manually logging into your Dines account every week or month to check various statements, you can have them delivered straight to your inbox.
In this guide, we will show you how to activate this feature, so that you can save time and stay up to date with your Dines account effortlessly.
As always, if you have any questions about the article below, please contact us via email at care@dines.co.uk.
Overview and Configuration
First things first: how to find them.
To enable or disable Automatic Statement Emails, you can navigate to Settings > Venue > Email Statements.
On this page, you will notice a few options, firstly;
- Invoice Email: Here is where you will input the main email address which receives the statements. For example, this may be your organisation's finance@ or accounts@ emails.
- CC Emails: Is there anyone else who would be interested in seeing these statements? Perhaps a director or manager? If so, you can stick their emails in this box. Please just ensure that if you are entering multiple emails, to separate them with a comma. E.g., “care@dines.co.uk,accounts@dines.co.uk,” etc.
Next, you'll find a selection of boxes listing all the available statements that can be sent by email. Please note that the options may vary depending on your venue. For example, if your venue does not have deductions from an event organiser, you will not see the option for deduction statements.
In total, there are five options;
- Email Statements: You can use this toggle to enable or disable email statements. When turned off, no statements will be sent. If enabled, you’ll receive the statements which are also enabled on this page.
- Invoices: This statement includes your VAT invoices, issued on the 1st of each month. Please note that VAT is already factored into your payouts, therefore no further action will be required upon receiving these invoices.
- Activity Statements: Quite simply, this contains a detailed breakdown of your sales activity! Data such as card transactions, service fees & tips, and Dines fees are included in this statement.
- Commission Statements: If you are part of an Organisation Group on Dines, this statement will summarise any commissions your venue has earned over the specified period.
- Deduction Statements: These are applicable if your venue has agreed on deductions with an event organiser. For a detailed look at Deduction Statements, please see our dedicated article.
All the above are available as weekly or monthly statements - or both! Simply toggle the appropriate options to choose your preferred frequency. Weekly emails are generally sent on Fridays at 9AM, whereas monthly emails are sent on the 1st of the month.
And that’s everything! Thank you for reading our article on Automatic Email Statements. If you have any questions at all, or if you have suggestions for a Knowledge Base article you’d like to see, please do not hesitate to reach out to our team. You can contact us via email at care@dines.co.uk, use our Live Chat service here, or message us via WhatsApp on 07822 002783.