How to print or e-mail a customer statement

1. In the Home window, open the Reports, Customers and Sales (or Receivables), and Customer Statements.
2. (Optional) Select Include Inactive Customers.
3. Select the customers you want to send statements to or click Select All to produce statements for all customers in the list.
   • In the Provide statements for section choose an option that best meets your needs:
     • Selected customers
     • Selected customers with outstanding balances
     • Selected customers with overdue balances
4. Select how the statements will be sent:
   • Print produces paper statements to be mailed
   • E-mail sends the statements to the e-mail addresses in the customer records
   • By Preference produces print and e-mail statements, according to the settings in the customer records
5. (Optional) Select Include Due Dates.
6. (Optional) If you are only printing statements, click Preview to check the statements before they are printed.
7. Click OK to produce the statements.
8. If you are printing statements, you are finished.
9. If you try to e-mail a customer without an address in their record, the program displays the Customer E-mail Address dialog box. Do one of the following:
   • Type the customer's e-mail address, if you know it, and then click E-mail. The address is added to the customer's record.
   • Click Skip if you do not know a customer's e-mail address. Make a note of the customer's name so you remember to send their statement later when you get their e-mail address.
10. Review the subject and message displayed in the E-mail Information window. You can change the subject and message if you want.
11. Click Send.

Notes:

• To review a customer statement at a later date, display the Customer Aged Report.
• The customer statement is only available through the menu Reports in the main page of Sage 50, and not through the Report Centre.