Keeping your customers informed about how much they owe you is essential, and having one standardized document for these statements is common practice. From the print or email button on each customer, a customer statement will be generated that includes any outstanding invoices, on-account credits, or payments that are not related to a specific invoice.
Print customer statements
To generate the PDF output for the customer statement, hit the print button in the customer screen:
If the customer has transactions in various currencies, the customer statement will be grouped and sub-totaled by currency:
Email customer statements
To send the customer statement by email
, hit the email
button in the customer screen:
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, hit the add new button:
Give your template a name, select Customer Statement, and hit the accept button.
If you want to learn how you can automate the process of sending these statements to your customers using rules, contact us at firstname.lastname@example.org.
Now that you can easily generate and/or email these statements for each customer, you may want to take a look at some other customer reporting features that Paragon has to offer:
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