1. The Customer Monthly Statement is a concise report that shows the user all the invoices and credit memos within a chosen month.
It shows which invoices have been paid and which are outstanding and also calculates a closing balance.
2. Navigate to the main menu. Click "Customers"
3. Click "Monthly Statement"
4. Click this dropdown to choose the month.
5. Click this dropdown to choose the year.
6. Click "Show all Facilities" to show data from all active sites.
This is only applicable if the multi facility feature has been enabled.
7. Click on the funnel icon to filter the report. Choose to show transaction details, hide paid transactions and start balance at zero.
TIP! Click "Start Balance At Zero" to start the report balance at the first day of the date range. Toggle off the button to bring forward the previous balance.
Click on "Apply Filters" to save.
8. Click "Send/Download Statements" to download or email the report.
9. Choose the selected companies from the list.
10. Click here to download the summary report.
11. Click "Send As Email" to email the report.
12. Click the "Search (Enter To Apply)" field, to filter the report to a single customer.
13. Click the download icon button to download and/or print the report.
There is an option to choose CSV or MS-Excel format.
14. Click on a selected transaction to view details.
15. The transaction details will appear in a slide out screen. Click "Review" to see full details.
16. Click "Close" to return to the summary list.
