Account Statement Options
You can generate statements for all account customers straight from your outstanding accounts list, covering a few different time periods.
What you can do here
- Generate statements for all account customers in one go
- Choose the time period the statement covers
- Pick from Current Financial Year, Previous Half Financial Year, or Previous Quarter
Step by step
- Go to Orders
- Select View Pending
- Select Manage Accounts
- Find the list of outstanding accounts
- Click the option underneath the list for the statement period you need:
- Current Financial Year
-
Previous Half Financial Year
-
Previous Quarter
Tips
- Run statements regularly so outstanding accounts don`t build up
- Double check you`re in Manage Accounts before generating, so you`re working with the right customer list