![]() ![]() Alternatively, you can email them directly to the customer by clicking Email. At the top right corner of the screen, click the menu icon, then select Send statements. You can also access statements from the Options menu within a customers contact record. Click Print and select Sale Statement Activity or Sale Statement Outstanding from the dropdown menu. Create an account statement for a customer who owes you money, and save to PDF for printing. Select your Date range and select Customer/s by checking boxes next to the customer record. If the customer list has been filtered, the filtered customers will be shown. This will open the Sales Statements screen. In each case state the date, reference number, description and value. ![]() On the Customers page ( Sale → Customers), click on the More Actions button and select Sales Statements from the dropdown. Itemisation of each transaction such as invoices, debit notes, credit notes and payments. Clicking the Due header can then sort customers according to highest outstanding balance. Change the dropdown menu from All Customers to Outstanding Balance. The customer list ( Sale → Customers) can be filtered according to only show customers with an outstanding balance. Filter customers with an outstanding balanceįilter customers with an outstanding balance.Users will need the Customers List & Editing permission in order to use this feature. ![]() There is also an option to only show past due invoices instead of all. This option is useful when a customer wants a complete list of all unpaid invoices going all the way to the beginning rather than older period ones been represented just as a brought forward balance. An Open Item statement shows all of the unpaid invoices for a customer account. Sale Statement Outstanding – This statement will show all invoices with outstanding amounts left on them as of the date you have selected. This is often the preferred method when you are issuing several invoices per month to a customer. Additionally, you can select whether to show unpaid. Then all the invoices and payments received within the selected period will be listed giving you a total due balance at the end. For each statement you create, you will be able to select a date range of invoices to pull from. If there are invoices still unpaid from before the date range you have selected, these will be summarised as a brought forward balance. Sale Statement Activity – Activity statement will show all activity within the selected date range.It is a good business practice to send regular statements to your customers so they are aware of the amounts still owing on their account. A Customer Sales Statement Report is a report consisting of a consolidated list of all the transactions carried out for a particular customer. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |