Customer Statements
Statements show customers what they owe and their transaction history.
Generating a Statement
Go to Customers
Click on the customer
Go to the Account tab
Click Generate Statement
Select the date range
Click Generate
Statement Options
Date Range
Choose the period to include:
Last 30 days
Last 60 days
Last 90 days
Custom range
Statement Type
| Type | Shows | |------|-------| | Full Statement | All transactions in period | | Outstanding Only | Only unpaid invoices |
What's on a Statement
A statement includes:
Customer name and address
Statement date and period
Opening balance
List of transactions (sales, payments)
Closing balance
Amount due
Payment terms and due date
Aging summary
Sending Statements
Print Statement
Generate the statement
Click Print
Give or mail to customer
Email Statement
Generate the statement
Click Email
Confirm the email address
Click Send
The customer receives a PDF attachment.
Bulk Statements
To send statements to multiple customers:
Go to Reports
Select Customer Statements
Choose criteria (e.g., all with balance > $0)
Click Generate All
Choose to print or email
Statement Schedule
Set up automatic monthly statements:
Contact your administrator
They can configure automatic statements
Statements are emailed on a set day (e.g., 1st of month)
Tips
Send statements monthly to remind customers of their balance and encourage timely payment.
For overdue accounts, send an "Outstanding" statement highlighting only unpaid invoices.
Email statements when possible - it's faster and saves paper.