Sending Customer Statements

Sending Customer Statements

Go to Reports and Billing, Statements. 

You can choose your detail start date – in the example below it has been changed to 11/1/2024.  You can choose your Payment Due By date, as well as which profiles you want to bill.

Once your choices are made, press Proceed.

The following screen will appear, with the breakdown of Customers that need to have the statement printed and mailed, the ones that will get an emailed statement, and the customers that you can even text the statement to.

You can review who is to receive a statement.  The scroll bar will take you up and down each list.  If you do not want a customer to receive a statement, simply, uncheck the box to the left of their name. 

Once everything looks good, press Proceed. 

You can also generate a statement for a single customer as well. 

To generate a statement for the customer, go to the Customer Tab and pull them up.  Go to the Financial Tab and you will see Generate Statement.

Once you click on Generate Statement, you have the option of choosing the start date for charges, and the payment due by date.

Press View and you can see the statement, print it and mail it to the customer.