Statements act as snapshots of customer accounts over specific periods of time and are a way to provide a customer information on account activities, outstanding balances, or totals due.
Statements can be generated for individual Customers, entire batches, or for all Customers. This article focuses on generating statements for an individual Customer. Refer to Generate Statement for a group of Customers.
Preconditions:
- Customer Account must exist.
- Statement Email Templates are enabled.
- Transactions such as Invoices, Payments, Credits, Refunds exist.
Steps:
- Navigate to Menu > Customer Accounts.
- Open the appropriate Customer and scroll to the Statements section.
- Click Generate.
4. Populate the parameters:
- Statement Date: A Statement Date can be the same as the execution date (as defined in the schedule) or a specific day of the month.
- Statement Window: This is the date range for the Statement. Statement Window can include This Month, Last Month, or Custom. When Custom is selected, choose a Start Date and End Date in relation to the Execution Date.
- Customer Filter This will be the customer batch the statements are generated for. Click the Filter button to select the desired Customer.
- Template: Template used for all statements generated using this schedule. They can be the Default Templates covered in Default Statement Types or they can be a custom template. Read about Default Statement Templates.
- Processing Options:
- Deliver Statements by Email - When enabled, Statements are delivered automatically via email. When disabled, the Statements are generated but not emailed. This option is disabled by default.
5. Save when finished.
Once generated, the new Statement appears on the Statements screen.
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