Statements

Overview

Here you will learn how to create, print and email customer/student statements that show all activities for any given period.

Customer Statements

Generate bulk statements or one for each customer.
To generate customer statements:
  1. Go to Sales and click Statements.
  2. Click Create.
  3. Set a date range in the From and To fields.
  4. In the Type of Statement field, select Sales.
  5. If required, set additional Balance filter.
  6. Click Show list.
  7. Clear the checkboxes for the customers to remove them from the statement creation list.
  8. Click Generate statements.

Supplier Statement

Generate bulk statements or one for each supplier.
To generate supplier statements:
  1. Go to Purchases and click Statements.
  2. Click Create.
  3. Set a date range in the From and To fields.
  4. In the Type of Statement field, select Purchases.
  5. If required, set additional Balance filter.
  6. Click Show list.
  7. Clear the checkboxes for the suppliers to remove them from the statement creation list.
  8. Click Generate statements.

Emailing Statements

From the Statements list, you can email one or several statements.
To email multiple statements:
  1. Go to Sales or Purchases.
  2. Select Statements.
  3. Press Ctrl on your keyboard and click all the statements you want to email. You can also click Ctrl+A to select them all.
  4. Click Email.
  5. Make sure the email address is correct. If you selected several statements, check emails for each statement.
  6. Enter the of your email.
  7. Click Send.

Printing Statements

From the Statements list, you can print one or several statements.
To print a statement:
  1. Go to Sales or Purchases.
  2. Select Statement.
  3. Press Ctrl on your keyboard and click all the statements you want to email. You can also click Ctrl+A to select them all.
  4. Click Print.
  5. Specify the number of copies and click Print.