We've made it easy to view all customer's balances and quickly display their statements.
- Select the Menu icon
- Select Customer Management
- Select Balances
- Optionally, if you only want to view customers who have a particular outstanding balance, you can enter a minimum and maximum customer balance, you will need to select Filter after doing so
- Next to the name of the customer select View Statement
- Enter a date range, any invoices that fall outside the date range will appear as overdue, invoices inside the date range will appear as current, a dotted line will separate these invoices on the statement
- Choose the Statement Template and Select View
- You will now be able to choose to Print, Save or Email the statement
- To navigate to the next statement select the arrow located to the right of the statement border
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