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Generating Client Statements

To generate, view and send statements:
  • Select the Accounting tab in the top navigation menu
  • This opens the Clients Enquiry page
  • Filter using client’s ‘Account Number’or ‘Name’
  • Then click Statements in the ‘Actions’ column

You can now:

  • Generate a client’s statement for a specific period or date range
  • Download the statement as a PDF for viewing and printing
  • Email  the statement as a PDF attachment to your selected Client Contact

Statments 1

When emailing a statement, you can:

    • Send to required client contacts from the available pre-populated list
    • Cc yourself
    • Select the  preferred email template
    • Attach additional information (such as contracts, past invoices, debit notes etc)
    • Include additional comments in the email message (NOTE: these comments will then be displayed in Clients→Client Notes ….see Client Notes.

Statements Emailer

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Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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