The Customer Statement tab enables you to set up a statement for a specified customer or customers for a specific date range that you can print in multiple formats, email, or archive to Cloud Cabinet.
The statements created from this tab display the company logo, if you have uploaded one, the name, address, and phone number of the company, the statement date, and the name, address, and customer number of the specified customer.
Statements include the date, description, and amount of all open invoices and any related payments, and include a statement of aging for each customer.
To set up, print, email, or archive customer statements:
1. Select Customer Center from the Sales menu to open the Customer Center screen, and select the Customer Statement tab.
2. (Optional) Enter the name of a specific customer in the Enter Customer Name field and click Search to narrow the list to a single customer.
3. Specify a date range for the statement using the From and To fields to narrow the results displayed in the table to a specific date range.
4. Specify whether to display All Customers in the list, only Customers with Activity, or only Customers with Balances, and click View.
5. Click the checkbox in the Select column for each customer for whom to generate a statement.
You can generate statements for multiple customers at the same time.
6. Click the Print button to generate a PDF of the statement for printing.
The statement opens in a separate window, from which you can print or save the statement locally.
7. Review the statement for accuracy.
Each statement displays all charges and credits posted within the specified date range, and the balance due, broken down by age.
8. Click Email to email each statement to the email address entered for each customer.
9. Click Archive to save a copy of the statement to Cloud Cabinet for archiving and sharing purposes.