How to print or email a customer statement

Summary

Print and email customer statements from the Reports menu in Sage 50 Accounting.

Go to Reports, Customers & Sales (or Receivables), then Customer Statements.
Select the customers you want to send statements to or click Select All.
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
Select how to send the statements:
- Print produces paper statements for mailing
- 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
(Optional) Select Include due dates.
(Optional) If you’re only printing statements, click Preview to check the statements before printing.
Click OK to produce the statements.
If you’re printing statements, this is the last step.
If you try to email a customer without an address in their record, the program displays the Customer Email Address field. Do one of the following:
- Type the customer's email address, if you know it, and then click Email. This also adds the address to the customer's record.
- Click Skip if you don't know the customer's email address. Make a note of the customer's name so you remember to send their statement later.
- Review the subject and message in the Email Information window. You can change the subject and message if you want.
- Click Send.

To review a customer statement later, display the Customer Aged Report.