Overview:

To send a statement to a customer from their account, begin by navigating to the desired customer account. In the top-right corner, click the “Send Statement” button. You will have the option to choose between an Activity Statement, which includes all transactions related to the customer account, such as Sales Invoices and Customer Bank Receipts, or an Outstanding Statement, which focuses solely on unpaid Sales Invoices. Specify the desired date range for the statement by selecting the Start Date and End Date, as the report will only reflect invoices within this timeframe. Click “Refresh” to generate the statement. If needed, you can view and save the statement as a PDF for printing or alternative distribution methods. Finally, use the “Send Email” feature to email the statement directly to the Billing Contact on the account, and select “Back” to return to the customer account screen. This streamlined process enhances communication and ensures customers receive accurate financial information.

How To Send A Statement To A Customer from a Customer Account

1. Go to the Account you wish to send a Statement to.
2. In the top-right hand side of the account, click the Send Statement button
3. Select either Activity or Outstanding, from the drop-down menu:
   • The Activity Statement will include all transactions linked to the customer account, including Sales Invoices and Customer Bank Receipts.
   • The Outstanding Statement will only include Sales Invoices that are Not Paid
4. Select the Start Date and End Date, the statement will only include invoices between these dates.
5. Select Refresh in order to generate the Statement.
6. You can use the View PDF button, and Save PDF to Account button if you wish to keep a copy of the statement.
   • This is useful if you wish to print or send the Statement PDF in a different manner to your customer.
7. You can then use the Send Email to send an email to the Billing Contact on the Account
8. Select Back to return to the customer account screen.

Learn more about gaining a single 360° view of your customer accounts in Zumzum Financials.