How to set up customer statements

About customer statements

Run customer statements for one customer or run them in a batch. Set up monthly statements to email customers automatically on a chosen day. Choose a date range and include all activity or outstanding invoices only.

Customize sales invoices and customer statements to match your business before you send statements.

Setting up statements

Before you run statements, set up your statement preferences:

1. Go to Settings, Business settings, Statements.
2. Set the options listed below:
   

   Option	What to do
   Customer Statement Type and Vendor Statement Type	Select All activity or Outstanding items only.
   Statement Run Default	Select Send by email or By post (PDF generated).
   Missing email address	Accounting sends the email to the main contact. If the customer has no email address, Accounting creates a PDF for printing.
   Show days overdue	Select this option to display days overdue and mark overdue invoices in red.
   Show a table of balances owed by age	Select this option to add an aging table to the statement.
   Future-dated payments	Choose whether to include future-dated payments on Outstanding items only customer statements. Select Include future dated payments to exclude invoices paid after the statement date, even when the invoice date falls within the range. Select Exclude future dated payments to show items outstanding on the statement date, even if you paid them after that date.

3. Enter any notes for customers in Customer Statement Notes, such as payment details or a thank-you message.
4. Click Save.

How to manage vendor statements

How to create customer statements