Send a customer their Statement of Account

Before you start

• The customer should have an email address on their record if you want to email the statement. See Add a customer.
• Email must be set up under Settings. See Set up email.

Steps

1. Open Accounting > Reports and choose Statement of Account under Partners.
2. In Customer, type a few letters of the name and pick the customer. (Choose Vendor in Statement of first if you want a statement of what you owe a vendor.)
3. Type the From and To dates of the statement and press Tab after each.
4. Read it. The first line is the Opening Balance before your From date. Then every invoice, credit note and payment follows, with its Due Date, the amount in Charges or Credits, and the running Balance. At the bottom you see the Opening Balance, Charges, Credits and Closing Balance, and the closing balance split by age: Current, 1 - 30 Days, 31 - 60 Days, 61 - 90 Days and Over 90 Days.
5. Click Share, then Email now. Type the customer's address in To, check the Subject, add a short Message and choose the File (PDF, Excel or CSV). Click Send.
6. To send it another way, click Export and choose PDF to open a printable copy, or Excel to download a spreadsheet, and attach it to your own message.

What happens next

When the customer pays, record the payment and the next statement shows it.