Customer Statements

Send your Customers a detailed breakdown of their AR transactions

Customer Statement - need to know

Customer statements detail the Accounts Receivable (Sales Ledger) transactions in a period. You can bulk email Statements.

Generating Customer Statements

You can generate individual Customer statements from:
  • the Customer master Actions
  • in bulk from the Customers List Actions.
In both cases there are two actions:

‘Generate Statement(s)’

This action produces statements that include all open invoices, all open credit notes, all unallocated funds (ie. unused payment), ordered by date with the oldest transaction first.
On the Customer Master, Actions>Create Statement
On the Customer List, Actions>Create Statement

‘Generate Statement(s) for Period’

This action allows the user to generate statements for a date range as per the existing functionality (ie. will include all transactions within the selected period).
On the Customer Master, Actions>Create Statement for Period
On the Customer List, Actions>Create Statement for Period

Find Customers and their respective Documents to include in statements

Customers>Find
  • with overdue invoices
  • with unused payments
  • With non-zero balance
OR
Customers>Advanced Search tab
Now select the Customers you want to generate statements for, then use the relevant Action.

Email Customer Statements

Customers>
Generate, Find or Search the Customer statement(s) you want to email.
Now select the Customers you want to generate statements for.

Setup Customer Statement template

Setup>Configuration>Sales>Customer Statement

Print Customer Statements

Customers>
Generate, Find or Search the Customer statement(s) you want to print.

Download Customer Statements as a .xlsx file

Customers>
Generate, Find or Search the Customer statement(s) you want to download.
Last modified 8mo ago