End-of-period procedures > Month-end procedures > Task 3: Send customer statements
To print a customer statement
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.
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Invoice statements lists all open invoices up to and including the date you specify.
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Activity statements lists all sales invoices, payments, and orders with a customer deposit for the period of time you specify. Activity statements include a running account balance.
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If you selected Invoice as the statement type, enter a date to include invoice statements outstanding on that date.
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If you selected Activity as the statement type, enter the statement period in the From and to fields.
6
Click Advanced Filters to filter and customise the information to be displayed in the customer statement. See Advanced filters for more information.
7
Mark the select column () next to the name of each customer you want to print statements for.
8
Click Print.
To email a customer statement
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.
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Invoice statements lists all open invoices up to and including the date you specify.
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Activity statements lists all sales invoices, payments, and orders with a customer deposit for a period of time. Activity statements include a running account balance.
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If you selected Invoice as the statement type, enter a date to include invoice statements outstanding on that date.
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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 next to the name of each customer you want to email statements to.
6
If you want to change a customer’s email address, highlight their name and select an address from the Email Address list (). Alternatively, type the email address in the Email Address field.
8
Click Advanced Filters to filter and customise the information to be displayed in the customer statement. See Advanced filters for more information.
9
Click Send Email.

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