How to send your Customer Statements
This help guide will walk you through how to send your Customers their statements.
- First navigate to Invoices and Payables followed by Customer Statements.
- You will now be greeted by a list of your Customers. If you tick the Debtors Only option (top right) this will narrow the screen to only show your debtors.
- Highlight the Customer you would like to send the Statement to and click on the Printer button.
- You will now be greeted with the printer settings where you can either print the statement off or email the statement directly to the customer. You can also include a Final Demand letter. Tick the flag to proceed with your settings
*PLEASE NOTE* When Emailing the Customer Statement, it will, by default, send to the Accounts Contact assigned against the Customer record. If no Accounts contact is selected, the system will use the general email address assigned.
