Description
When working with customers and invoices in the Accounts Receivable module, you can download and email Customer's Statement of Account for their outstanding issued Invoices. This can either be downloaded or emailed to the email address(es) on file when viewing the Customer Detail view from clicking into a Customer name.
Statement of Account
The Statement of Account will appear in the below format, and users in AR can initiate sending this via a PDF download icon viewing the Customer Detail view, or send to customer email address(es) on file via the Email icon.
Contents of the Statement:
The Customer Name, Terms, and Bill To Address will all come from the details set for the Customer itself
The Logo in top left will come from the logo set for the Global Location
The Invoices included on the Statement will be those in Issued or Partial Payment status. All Created, Paid, and Voided Invoices will not be included.
The Invoices will be split out and totaled by the Posted Currency of the Invoice.
Email Details for Customer Statement
When sending a Customer Statement from the Customer Detail view by clicking the PDF icon, the email address(es) on file for the customer will receive an email that includes a file that details all outstanding invoices in a table at time of sending the Statement. The email subject and body of that email will look like this:
Subject: Statement of Account - {Customer Name}
Hello,
Please see your statement of account attached.Do not reply to this email - if you have any questions, please reach out to the contact you have on file.
Thank you,
{Location Name} - "Team"