How to Print or Email a Batch of Customer Statements

You can produce statements to send to your customers to show the status of their accounts. The statement shows all transactions and the total invoiced to the customer for a particular date range. It also shows the amount the customer has paid and the amount outstanding at the end of the period specified.

By default, the method used to send these batch statements is set to By post (PDF Generated) for all customers.

You can change this setting for each of your customers on the Options tab of their contact record, on the "Statement Runs" section.

You can choose between the default By post (PDF Generated) or Sent by Email for those you want to email the statement to.

You can also edit the contact and address that appears on their statements.

To generate a statement run:

1. Click Contacts > Customers.
2. Click Statement Run.
3. In the "Outstanding amount over" field, enter the amount by which a customer’s account must be outstanding for a statement to be produced. (default 0.00)
4. In the "Produce statement as of" field, enter the date you want to run the statements for.
5. Click Next. An overview displays that include the total you are currently owed, the statement date, and the number of statements that will be printed or emailed.
6. Generate statements, change statement criteria, or cancel, as follows:
   • Click Generate to generate statements.
   • Click Back if you want to change statement criteria.
   • Click the close button (X) if you want to cancel without generating statements.