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:
   

   Select All activity or Outstanding items only in Customer Statement Type and Vendor Statement Type

   Select Send by email or By post (PDF generated) in Statement Run Default

   Email sends to the main contact. If the customer has no email address, the system creates a PDF for printing

   Select Show days overdue to display days overdue and mark overdue invoices in red

   Select Show a table of balances owed by age to add an aging table to the statement

   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