Solution Properties
Solution ID:
222001000101170
Last Modified Date:
Tue Jul 16 13:17:34 UTC 2024
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Send statements to multiple customers at once
Description

This creates statements for all customers based on the date and the amount overdue.

Statements created this way only include outstanding items, regardless of the setting in the Customer Statement Type field within the Record and transaction settings.

Cause
Resolution

Statement run options

You can set the statement run options for each customer. This determines:

  • the name and address used on each statement
  • whether it is printed or emailed
  • which customers are included

As an example, there may be customers who require special treatment where you don't want to automatically send a statement.

  1. From Contacts, select the relevant customer.
  2. From the Options tab, edit the Statement Runs section.

Create your statements

You can set an overdue limit for your statements and date for you statements.

We only create statements for customers whose outstanding balance is over the overdue amount.

  1. From Contacts, select Customers.
  2. Select Statement Run.
  3. In the Outstanding amount over box, enter the relevant value.
  4. In the Produce statement as of box, enter the date you want to run the statements for.
  5. Any invoices paid after this date will be included on the customer statements.
  6. Select Next, then complete one of the following options:
    1. If there are customers that meet the criteria you entered, select Generate
    2. If there aren’t any customers that meet the criteria you entered, select Back and complete steps 3 to 5 again or close the window
  7. Once you select Generate, statements are created as PDFs to print and post, or emailed to customers directly, depending on how this is set in each customer record.

Error when processing a statement run

An error may appear regarding the customer email being invalid or the customer is not receiving the emails from Accounting. This may be due to the email no longer being in use. We'd recommend you check the email with the customer and confirm if they've got Sage down as a safe sender. 

If you've already done this and the issue persists, you'll need to get in touch so we can look into this further. 

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