Send statements to your customers to help them track what they owe you and remind them how much to pay.

 NOTE: This feature is only available in Accounting Standard and Plus. 

Run individual Customer statements

1. From the Contacts drop-down menu, select Customers.
2. Open the relevant customer contact.
3. From the Manage drop-down menu, select Statements.
4. Choose a date to generate statements up to, then select Calculate.

 NOTE: Sage Accounting calculates the Debt Summary based on the date you raised the invoice, not the due date. 

To Email, Print, Export to a CSV file, or Schedule Monthly Statements select the relevant option from the Manage Statement drop-down menu.

To add notes or bank details to a statement edit this in Statement Settings.

Find out how to Run statements for all customers.