About customer statements

You can run customer statements per customer, or for all customers as a batch in a statement run or monthly statements. If you set up monthly statements (per customer), they will automatically run and send to your customers via email on a set day. You can choose what shows on the statements in the date range; all activity or only outstanding invoices.

 NOTE: You can customise sales invoices and customer statements your business. Consider completing this before sending statements to customers. 

Setting up statements

Before running statements, follow the steps below to set them up:

1. Go to Settings, then Business Settings.
2. Select Statement Settings.
3. Select:
   • All activity or Outstanding items only in the Customer Statement Type and Supplier Statement Type fields
   • Send by email or By post (PDF generated) in the Statement Run Default field. If sent by email, the statement will send to the main contact’s email address. If the customer does not have a saved email address, a PDF will be created that you can print and post to the customer
   • Tick 'Show days overdue and label overdue invoices in red' if you want to include the number of days overdue. A red “Overdue” indicator will appear on the statement
   • Tick 'Show a table of balances owed by age' to include an ageing table on the statement
   • Select to include or exclude future dated payments on Outstanding items type customer statements. For example, if you:
     Include future dated payments. Then run a customer statement as of 30 September, an invoice dated 1 September that's paid will not appear on the statement.
     Exclude future dated payments. The statement will show all outstanding items as of the statement date. This is even if some items have been paid off since that date. So a customer statement run as of 30 September, with an invoice dated 1 September that's paid would appear on the statement
   • Enter any notes you want to send to your customers in the Customer Statement Notes section. For example, payment details or a general message
4. Select Save.