End-of-period procedures > Month-end procedures > Task 4: Send customer statements
Task 4: Send customer statements
Most businesses send statements to customers who have outstanding balances at the end of each month. You can either print out and mail these statements or send them via email.
|
1
|
Go to the Sales command centre and click Print/Email Statements. The Review Statements Before Delivery window appears.
|
|
2
|
Click the To Be Printed tab.
|
|
3
|
In the Statement Type field, select the type of statement you want to print.
|
|
▪
|
Invoice statements list all invoices aged as at a specified date.
|
|
▪
|
Activity statements list all sales invoices and payments for the specified period. Activity statements include a running account balance.
|
|
▪
|
If you selected Invoice as the statement type, enter a date in the Statement Date field to display a list of invoices outstanding as at that date.
|
If you want to include only invoices recorded up to the statement date, select the Only include invoices up to Statement Date option.
|
▪
|
If you selected Activity as the statement type, enter the statement date range in the From and to fields.
|
|
5
|
In the Print field, type the number of statements you want to print per customer.
|
|
6
|
Click Advanced Filters to filter and customise the information to be displayed in the customer statement. For more information, see Advanced filters.
|
|
7
|
Mark the select column (
 ) next to the name of each customer you want to print statements for. |
|
8
|
Click Print.
|
|
1
|
Go to the Sales command centre and click Print/Email Statements. The Review Statements Before Delivery window appears.
|
|
2
|
Click the To Be Emailed tab.
|
|
3
|
In the Statement Type field, select the type of statement you want to email.
|
|
▪
|
Invoice statements list all invoices aged as at a specified date.
|
|
▪
|
Activity statements list all sales invoices and payments for the specified period. Activity statements include a running account balance.
|
|
▪
|
If you selected Invoice as the statement type, enter an ageing date to display invoices outstanding as at that date.
|
If you want to include only invoices recorded up to the statement date, select the Only include invoices up to Statement Date option.
|
▪
|
If you selected Activity as the statement type, enter the statement period in the From and to fields.
|
|
5
|
Mark the select column (
 ) next to the name of each customer you want to email statements to. |
|
6
|
If you want to change a customer’s email address, select their name and select an address from the Email Address list (
 ). Alternatively, type the email address in the Email Address field. |
|
7
|
Type the subject title and message of the email or accept the default subject and message. If you want to change the default message, click Email Defaults and make the changes as appropriate.
|
|
8
|
Click Advanced Filters to filter and customise the information to be displayed on the customer statement.
|
You might use advanced filters, for example, if you want to use a different message or subject for different customers. For more information, see Advanced filters.
|
9
|
Click Send Email.
|
