Using Customer Statements

Customer Statement

Customer statements detail the Accounts Receivable (Sales Ledger) transactions in a period.

You can generate Customer Statements in the following ways:

  • Print and email individual statements for a given Customer.
  • Bulk print and email statements for a list of Customers.
In Salesorder, customer statements are defined using a Customer Statement Document.
 

Create | Generate Statement

You can generate Customer Statements in the following ways:

Generate Statement(s)

Displays all transactions(payments in and out), ordered by date with oldest transaction first.

For individual Customer, go to:

SALES > Customers > Select Customer > Actions > Create Statement

For list of Customers, go to:

SALES > Customers > List All Customers > Select group of Customers > Actions > Generate Statements

Generate Statement(s) for Period

Displays all transactions(payments in and out) for the selected date range with oldest transaction first.

For individual Customer, go to:

SALES > Customers > Select Customer > Actions > Create Statement for Period

For list of Customers, go to:

SALES > Customers > List All Customers > Select group of Customers > Actions > Generate Statements For Period

Generate Statement for Customers with Overdue Invoices | Unused Payment | Non-zero Balance

To generate statements, go to:

SALES > Customers > Find >

Select one of the options:

  • Customers With Overdue Invoices,
  • Customers With Unused Payment or
  • Customers With Non-zero Balance

Select the Customers from the list displayed.

Click on Actions > Generate Statements

Generate Statements using Advanced Search

To generate statements, go to:

SALES > Customers > Advanced Search>

Enter the search criteria.

Select the Customers from the list displayed.

Click on Actions > Generate Statements

Email Customer Statements

You can email Customer Statements in the following ways:

Use Customer Master

You can email customer statements directly from Customer Master when creating statements.

For individual Customer, go to:

SALES > Customers > Select Customer > Create Satement >

New Statement will be created. Click on Save

Select Email to email the statement to the Customer.

For list of Customers, go to:

SALES > Customers > List All Customers > Select group of Customers > Actions > Generate Statements

List of Satements will be displayed.

Select the Statements and click on Email.

Select an email template and click Send.

Use Customer Statements

You can email statements from Customer Payments master.

To email individual Customer Statement, go to:

SALES > Customer Statements > Select Statement > View > Email

To email list of Customer Statements, go to:

SALES > Customer Statements > Select Statements > Email

Select Email Template. Click Send.

Print Customer Statements

The Customer Statement is printed as a PDF and the print style and layout depends on the template assigned.

You can print Customer Statements in the following ways:

Setup Template

To configure, go to:

SETUP > Configuration > Customer Statement >

Or

SALES > Customer Statements > Select Customer Statement > Configure

You can use a Standard template or create a new Template using this option.

Templates enable you to customize the layout of the document when its being printed.

For more details on how to use templates, refer Setup Document Template

Print using Customer Master

In the Customer Master, you may print the statement(s) in the following ways -

Print when generating statements

The Print option is available on the screen once the Customer Statement(s) have been generated using Create | Generate Statements.

For individual Customer, go to:

SALES > Customers > Select Customer > Create Statement >

New Statement will be created. Click on Save

Select Print to print the Satement.

or

For list of Customers,

SALES > Customers > List All Customers > Select Customers > Actions > Generate Statements

List of Statements will be displayed.

Select the Statements and click on Print. Print options will be displayed. After selecting print options, click on Print Statements.

A PDF files willl be generated. You may print/save the PDF file.

Print when finding statements For individual Customer, go to:

SALES > Customers > Select a Customer > Find > Statements > Select Statement(s) > Print

Print using Customer Statements

To print Customer Statements, go to:

SALES > Customer Statements > Select Statement(s) > Print >

Print options (discussed in the next section) will be displayed.

After checking | unchecking print options click Print Statements .

A PDF file will be generated with all the selected Customer Statements.

Click on Download PDF file to view | print | save the PDF file.

Print options

When printing multiple statements, the following print options are displayed.

By default, all the options are checked.

Print Statements with zero balance: You can uncheck this option to disable printing Statements of Customers with zero balance.

Print Statements with no transactions in period: In case, you have Customers with no transactions for the given period then you can disable printing statements by unchecking this option.

Include Due Date on Transactions: To include due dates for all the transactions in the Customer Statements, keep this option checked.

Delete Customer Statements

To delete a Customer Statement, go to:

SALES > Customer Statements > List all Statements > Select Statement > Delete

OR

SALES > Customer Statements > List all Statements > Select Statements > Delete Statements

Export Customer Statements

You can export Customer Statements in excel format. Go to:

SALES > Customer Statements > Export

Select the checkbox against the Export option to enable the export mode.

The result set returned by the following Search | List operation, is automatically exported in Excel and a link to download the Excel file is displayed on the screen.

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