Customer Account Statements

Accounts receivable staff use an account statement when a customer asks about recorded activity or an open balance. Review recent receipts and credits before preparing it. A statement reports the account as recorded. It does not apply a payment or settle a dispute.

Before you start

• Access: You need the Customers permission to see the Customers menu. The company must use accounts receivable, and the customer must not be an anonymous customer.
• Where: Select the entity, open Customers > View Customers, choose the customer, and stay on Customer Details. Print Statement and Email Statement appear beside Update.

Print a statement

1. Review the customer's invoices, credits, and recorded receipts. Ask finance to resolve a discrepancy before sharing a statement.
2. Select Print Statement.
3. Read the generated PDF and confirm the customer, currency, and balance before approved delivery.

Email a statement

1. Select Email Statement from Customer Details. The Email Account Statement page opens.
2. Check To and Cc, which come from the customer record. Check the subject and message.
3. Review the statement PDF, which is always attached.
4. Select Send.
5. Confirm Email has been sent.

The statement covers the selected entity's account activity. Generate a separate statement in each entity when needed. It uses the customer's currency and the statement form assigned to that customer, or the company default. Record any agreed customer follow-up. Hand an invoice or receipt discrepancy to the person responsible for that record. To send statements to several customers, use Invoices > Batch Email/Print and select Include Statements. That batch action needs Accounts Receivable Full Access.

If you don't see what you expect

• Statement actions are missing: Check the Customers permission, the company accounts receivable setting, and whether this is an anonymous customer.
• PDF content is unexpected: Ask an administrator which statement form is assigned to the customer and what the company default contains. Check the underlying invoices, credits, and receipts.
• Email page returns without confirmation: A missing To or Body can reopen a blank page without an error and lose entered text. Check the customer email address, re-enter the message, and send again only after confirming no success message appeared.