Debtors Statements

The Debtors/ Customer statements allow the company to send out statements to customers via print out, emails or sms.

This is found in Debtors Module > Reports > Statements

 

 Debtor From and Debtor To enter a specific debtor to run the statement or alternatively leave blank to see all debtors

Select all	selectSelect all flags all debtors in the list
Select None	Select none removes the selected list
Print	Prints to screen the statement details
Pre-Print	sendSend the statement to your email address
Print Pdf	sendSend the statement to your email address
Email	thisThis will email the statement to the person selected to receive statement shown on the email column
SMS	thisThis will sms the statement to the person selected to receive sms statement (cell number provided)
Export	XML or CSV - export the statement in either a CSV or XML format
Status	opensOpens up the printing status window so you can see the whether the statement was sent successfully.
Show Zero	tickTick this if you want to see statement with zero balance in the grid
Normal	Shows all transactions between date range
Open statement	Shows outstanding un allocated transactions with opening balance
Billing Group	Filter statements by Billing Group

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Email statements with attachments

When sending out debtors / customer statements, one can attach invoices to the emailed statements.

The Send Invoices options allow for the following:

 

None	Does not attach any open invoices to the statements emailed out.statements.
Last 5	Takes the last five invoices of the customer irrelevant of the date of invoice and attaches these to the statement.
Open Item	Takes the invoices that are unpaid or fully allocated and attaches these to the email statement.
Current Month	The Current invoices when sending out statements work off of SCM->Reference Values. It can either be set to 7 Days or 30 Days. It also depends on if the Debtor / Customer is set to Date of Statement or Date of Invoice.
Last 10	Takes the last ten invoices of the customer irrelevant of the date of invoice and attaches these to the statement.

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Consolidated statements or branch statements

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Consolidated statements are where you link up head office and branches together.

You will print one statement and within the statement you will show multiple branch sub statements.

 

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