# Debtors Statements

<span class="ts0">The Debtors/ Customer statements allow the company to send out statements to customers via print out, emails or sms.</span>

<span class="ts0">This is found in </span><span style="color: rgb(45, 194, 107);">**<span class="ts29">Debtors Module &gt; Reports &gt; Statements</span>**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/gkeimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/gkeimage.png)

<span class="ts0"> </span><span class="ts0">Debtor From and Debtor To enter a specific debtor to run the statement </span><span class="ts0">or alternatively leave blank to see all debtors</span>

<table border="1" id="bkmrk-select-all-select-al" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 15.8519%;"></col><col style="width: 84.247%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Select all</span>**</td><td><span class="ts0">Select all flags all debtors in the list</span></td></tr><tr><td>**<span class="ts0">Select None</span>**</td><td><span class="ts0">Select none removes the selected list</span></td></tr><tr><td>**<span class="ts0">Print</span>**</td><td><span class="ts0">Prints to screen the statement details</span></td></tr><tr><td>**<span class="ts0">Pre-Print</span>**</td><td><span class="ts0">Send the statement to your email address</span></td></tr><tr><td>**<span class="ts0">Print Pdf</span>**</td><td><span class="ts0">Send the statement to your email address</span></td></tr><tr><td>**<span class="ts0">Email</span>**</td><td><span class="ts0">This will email the statement to the person selected to receive statement shown on the email column</span></td></tr><tr><td>**<span class="ts0">SMS</span>**</td><td><span class="ts0">This will sms the statement to the person selected to receive sms statement (cell number provided)</span></td></tr><tr><td>**<span class="ts0">Export</span>**</td><td><span class="ts0">XML or CSV - export the statement in either a CSV or XML format</span></td></tr><tr><td>**<span class="ts0">Status</span>**</td><td><span class="ts0">Opens up the printing status window so you can see the whether the statement was sent successfully.</span></td></tr><tr><td>**<span class="ts0">Show Zero</span>**</td><td><span class="ts0">Tick this if you want to see statement with zero balance in the grid</span></td></tr><tr><td>**<span class="ts0">Normal</span>**</td><td><span class="ts0">Shows all transactions between date range</span></td></tr><tr><td>**<span class="ts0">Open statement</span>**</td><td><span class="ts0">Shows outstanding un allocated transactions with opening balance</span></td></tr><tr><td>**<span class="ts0">Billing Group</span>**</td><td>Filter statements by Billing Group</td></tr></tbody></table>

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### Email statements with attachments

<span class="ts0">When sending out debtors / customer statements, one can attach invoices to the emailed statements.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/lqFimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/lqFimage.png)

<span class="ts0">The Send Invoices options allow for the following:</span>

<table border="1" id="bkmrk-none-does-not-attach" style="border-collapse: collapse; width: 100%; height: 232.953px;"><colgroup><col style="width: 16.1914%;"></col><col style="width: 83.7839%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts15">None</span>**</td><td style="height: 29.7969px;"><span class="ts0">Does not attach any open invoices to the emailed statements.</span></td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;">**<span class="ts15">Last 5</span>**</td><td style="height: 46.5938px;"><span class="ts0">Takes the last five invoices of the customer irrelevant of the date of invoice and attaches these to the statement.</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts15">Open Item</span>**</td><td style="height: 29.7969px;"><span class="ts0">Takes the invoices that are unpaid or fully allocated and attaches these to the email statement.</span></td></tr><tr style="height: 80.1719px;"><td style="height: 80.1719px;">**<span class="ts15">Current Month</span>**</td><td style="height: 80.1719px;"><span class="ts0">The Current invoices when sending out statements work off of It can either be set to 7 Days or 30 Days.</span>

<span class="ts0">It also depends on if the Debtor / Customer is set to Date of Statement or Date of Invoice.</span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;">**<span class="ts15">Last 10</span>**</td><td style="height: 46.5938px;"><span class="ts0">Takes the last ten invoices of the customer irrelevant of the date of invoice and attaches these to the statement.</span></td></tr></tbody></table>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(120).png)

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#### Status

Check the status of the statements emailed out.

This will only show one line with status of 5 of 46 statements sent

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/scaled-1680-/K4dimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/K4dimage.png)

When statement email is complete, the system will send confirmation of statements emailed out.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/scaled-1680-/ackimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/ackimage.png)