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Customer statements report

Introduction

It is important to keep your customers updated on their outstanding balances, and utilizing a standardized document for customer statements is a common industry practice. By simply clicking the print or email button on each customer's profile, you can generate a comprehensive customer statement that includes details on any unpaid invoices, account credits, or miscellaneous payments.
 

Print customer statements

To generate the PDF output for the customer statement, click the print button in the customer action list:
 
 
 
If the customer has transactions in various currencies, the customer statement will be grouped and sub-totaled by currency:
 
 

Print multiple customer statements

If you want to print multiple customer statements at one time, select multiple customers using the check boxes at the left side of the customer list view screen. This will activate the bulk actions option at the top right hand corner of the list view screen.

Click on the bulk actions tab to reveal the small module below.

Click on print to print the customer statements that you selected. You will see the following screen.

Check the option to proceed, and then the accept button.

The statements will print, followed by the following screen that confirms how many statements printed.

 

Email customer statements

To send the customer statement by email, click the email button in the customer action list:
 
 

 

How to edit the customer statement

You might want to change the layout of the customer statement. This is how you would do that. 
Go to the settings screen, under the reports & data card, you will find the report template editor.
 
 
You can edit the general layout of the default template or create a new one. 
 
To create a new template, click the add new button:
 
Give your template a name, select Customer Statement, and click the accept button.
 
 
Then you can configure which template to use in the print and email configuration screen.
 
 
 
 

What's next?

Now that you can easily generate and/or email statements for each customer, you may want to take a look at some other customer reporting features that Paragon has to offer: