Customer Statements

3 Comments on October 27, 2009 by Jon@AccountsPortal

We have just released a new version of AccountsPortal which allows customer statements to be generated and printed.

You can access this from the Customers/Suppliers view - select a customer and then click the "View Customer Statement" button. As well as showing a line-by-line summary of each transaction between the dates specified, you can also view the aged receivables brackets for the selected customer.

Customer Statement

 

You can also print the statement to PDF by clicking the Print button. Note that the PDF will inherit the Invoice Options specified in the Organisation's settings - i.e. you can toggle the header and footer section on or off, and print custom text at the bottom of the statement (such as your bank account details).

We will also be releasing functionality to send statements to customers via email in the near future.

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Re: Customer Statements

Submitted by Steve (not verified) on Wed, 28/10/2009 - 13:36.

Customer statements look really good! Will there be an opportunity to email them as well?

Re: Customer Statements

Submitted by Jon@AccountsPortal on Wed, 28/10/2009 - 14:02.

Hi Steve,

Yes, we are releasing another verison by the end of this week that will allow you to email statements off to your customers.

Re: Customer Statements

Submitted by Tracy@AccountsPortal on Fri, 30/10/2009 - 12:45.

We have now releaesd a new version that allows you to email a PDF version of the statement. The email form will be prefilled with the contact details for the customer (if these details have been saved for that specific customer).

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