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	Select all flags all debtors in the list
Select None	Select none removes the selected list
Print	Prints to screen the statement details
Pre-Print	Send the statement to your email address
Print Pdf	Send the statement to your email address
Email	This will email the statement to the person selected to receive statement shown on the email column
SMS	This 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	Opens up the printing status window so you can see the whether the statement was sent successfully.
Show Zero	Tick 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

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 emailed 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 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.

Video training manual 2016 - Click Here

Head office statements combine branch invoices into one statement to the head office broken down into sections.

For best results, have these settings active

Date From and Date To	Select the correct dates from and to for statements
Show Zero	For best results select show zero The reason for this is that if a branch has invoices but the head office has none, then the search will not bring back any results for the branches
HO Linked Accs	Head Office Linked Accounts - active tick to filter by Head Office accounts only
Filter HO	Filter by Head Office with Branches

Sending out emails selections for Head Office

Select open Item to send outstanding invoices with statement

Include Branch Invoices to send the invoices of invoices outstanding at each branch

Check the status of the statements emailed out.

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

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