How do I send a Statement to a Customer ?
To access the page, select Contacts from the side bar menu.
Select the contact you wish to send the Statement to.
Click on the button with three dots and then on Statement of Account.
Information and Dates
Preset : choose either this month or the accounting year of your business.
From : choose the start date of the statement.
To : choose the end date of the statement.
Accounts : choose if you want to show all accounts or just the unpaid amount.
Template : you can choose the system default message and custom allows you to add your own email message.
To : the contact who you are sending the statement to.
Subject : the subject for the message, which you can change if you want to.
Message : the message of the statement, which you can modify if you want.
Attach files : by clicking on this button you can attach files from your device which you want to link to the statement.
Generate PDF : by clicking on this button you can generate and download a PDF version of the statement.
When you have checked everything, click on Send Statement.