A Customer Statement Report is a report that has a consolidated list of all the transactions carried out for a particular customer.

It is a good business practice to send regular statements to your customers so they are aware of the amounts still owing on their account which will ensure on time payments.

  1. Navigate to the Sales Tab and under Customers click View All. 
  2. Click on the More Actions button and select Sales Statements from the drop down.  

  3. Select your date range and customer then click print and select one of the 2 following options from the dropdown: 

Sale Statement Activity – Activity statement will show all activity within the selected date range. If there are invoices still unpaid from before the date range you have selected, these will be summarized as a brought forward balance. Then all the invoice and payments received within the selected period will be listed giving you a total due balance at the end. That’s how an activity statement works, this is often the preferred method when you are issuing several invoices per month to a customer.

Sale Statement Outstanding – This statement will show all invoices with outstanding amounts left on the as at the date you have selected. This option is useful when a customer wants a complete list of all unpaid invoices going all the way to the beginning rather than older period ones been represented just as a brought forward balance.

You may also choose to email the statements directly to the customer. Simply select the date range, choose the customer and select which statement you would like to email from the drop down.