The Customer Statement report gives a customer a clear summary of their transaction history with you over a chosen period, including invoices, payments, and their current outstanding balance.
Generating a Customer Statement
- Go to Reports, then Receivables, then Customer Statement.
- Select the customer, and choose a date range or statement period.
- Click Run Report to generate the statement.
Printing or Downloading It
Once the report is generated, use the Print icon in the top-right corner to send it directly to a printer, or the Export icon to download it as a PDF first if you'd rather save or email it before printing.
Emailing a Statement Directly to a Customer
Rather than printing and sending manually, you can email a statement directly to a customer from the same Customer Statement report screen, using the Email option alongside Print and Export, letting the customer receive it as a PDF attachment without you needing to download and re-upload it yourself.
Automating Recurring Statements
If you regularly send statements to customers, for example monthly, you can schedule the Customer Statement report to be generated and emailed automatically on a recurring basis, rather than running it manually each time.
Need help? 1 Cloud Consultants can help you set up and automate Customer Statement reports so customers receive a clear, regular summary of their account.
Book a discovery call with 1 Cloud Consultants.
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