Customer statements provide a snapshot of a customer’s financial standing, listing unpaid invoices and unallocated credit notes at a specific point in time. This allows both you and your customer to track outstanding payments efficiently. Additionally, through the Statement portal, customers have the option to view their statement and make payments online.
How to Send a Customer Statement
➡️ Navigate to the Customer Dashboard
Go to Quick Links: Access Quick links from the customer dashboard.
Send Statement: Click on "Send statement."
Group Statements by Customer Contact: Use the dropdown to group statements as needed:
Select Yes or No.
Review the Generated Statement PDF: Ensure all details are accurate.
Choose a Delivery Method:
Print: Select "Print" to open the PDF in a new browser tab.
Email: Select the recipient, review the statement email template, attach any relevant invoice PDFs, and click "Send."
Download: Save the statement directly to your device.
The maximum total file size for email attachments is 16MB.
The Statement portal is available on the Customer Journey+ plan.
If invoices do not attach to the email, verify or change the ‘Attach invoices to statement’ setting.