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End-of-period procedures > Month-end procedures > Task 6: Send customer statements
To print a customer statement
1
Go to the Sales command centre and click Print/Email Statements. The Review Statements Before Delivery window appears.
2
Click the To Be Printed tab.
3
In the Statement Type field, select the type of statement you want to print.
Invoice statements list all invoices aged as at a specified date.
Activity statements list all sales invoices, payments, and orders with a customer deposit within a specified date range. Activity statements include a running account balance.
If you selected Invoice as the statement type, enter an ageing date to display invoices outstanding as at that date.
If you selected Activity as the statement type, enter the statement date range in the From and to fields.
7
Click in the select column () next to the customers you are printing statements for.
8
Click Print.
To email a customer statement
1
Go to the Sales command centre and click Print/Email Statements. The Review Statements Before Delivery window appears.
2
Click the To Be Emailed tab.
3
In the Statement Type field, select the type of statement you want to email.
Invoice statements list all invoices aged as at a specified date.
Activity statements list all sales invoices, payments, and orders with a customer deposit for a specified date range. Activity statements include a running account balance.
If you selected Invoice as the statement type, enter an ageing date to display invoices outstanding as at that date.
If you selected Activity as the statement type, enter the statement date range in the From and to fields.
5
Click in the select column () next to the customers to whom you want to email statements.
6
If you want to change a customer’s email address, select the customer’s name and then select another address from the Email Address list. Alternatively, type a different address in the Email Address field.
8
Click Advanced Filters to filter and customise the information to be displayed in the customer statement.
9
Click Send Email.
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