Customer Statements

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.

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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