AR Customer Statements - How to Print & Email
About Customer Statements
The Customer Statements screen in 1place allows you to generate customer statements based on selected statement criteria, date ranges, payment terms, and customers. Statements can be printed or emailed to customers.
How to Access Customer Statements
Go to AR.
Select Customer Statements.
Configure the Statement
Before generating the statements, configure the options at the top of the screen.
Statement Type
Select the type of statement you want to generate.
Available statement types include:
Open Item
Detailed - Payments Summarized
Detailed - Payments Summarized (All Shipping Locations)
Detailed - Payments Allocated
Detailed - Payments Allocated (All Shipping Locations)
Open Item (All Shipping Locations)
Open Item (All Shipping Locations - Parent Company)
Select the statement type that matches the level of AR detail you need to provide.
Display
Select how customers should be included based on their balance.
Available options include:
All - With Debit (+) or Credit (-) Balance
All - With Debit (+) Balance
Use the appropriate option depending on whether you want statements to include customers with credit balances.
Distribution Method
Select how the statements will be delivered.
Print – Generate statements for printing.
Email – Generate statements to be emailed to customers.
Payment Term
Select a payment term to limit the customers included in the statement list, or select All to include all payment terms.
Examples include:
All
10th of month
2 months
Net 30
Net 15
Net 10
2% 10 Net 30
Date Range
Enter the From Date and To Date for the statement period.
Select Customers
The customer list displays customers that match the selected criteria.
Review the customer list.
Use the checkboxes beside the customers you want to include.
Select the customers whose statements you want to generate.
You can use the Search field to locate a specific customer.
The list displays information such as:
Customer #
Customer Name
Customer Email
Customer Payment Terms
Customer Balance
Preview the Statements
After configuring the statement criteria and selecting the customers:
Click Preview.
Review the generated statements.
Confirm that the statement information and customer selection are correct.
Print Customer Statements
To print the statements:
Set Distribution Method to Print.
Configure the statement type, display, payment term, and date range.
Select the customers.
Click Preview.
Review the statements.
Print the statements using the available print option.
Email Customer Statements
To email the statements:
Set Distribution Method to Email.
Configure the statement type, display, payment term, and date range.
Select the customers.
Click Preview.
Review the statements.
Proceed with the email option to send the statements to the customers' email addresses.
Note: Make sure the customer's email address is correct under Customer Email column before emailing a statement.
How to Send Customer Statements to Multiple Email Addresses
1place supports sending Customer Statements to multiple email addresses.
Add Multiple Email Addresses on the Customer Statement Screen
- Open the Customer Statement screen.
- In the Email column, enter multiple email addresses separated by commas.
Set Multiple Customer Statement Email Addresses
You can also configure multiple email addresses as the customer's default recipients for Customer Statement emails.
- Go to Customers.
- Open Customer Details.
- Go to Communication Tab and the Default Email for Communication.
- Select Customer Statement.
- Add email addresses using either method:
- Enter multiple email addresses separated by commas.
- Add multiple rows for Customer Statement email addresses.
Send Statements to Multiple Customers
When statements are sent, 1place sends them to all selected customers who have valid email addresses configured.
To review previously sent statements, select the Statement History tab.
Statements History
The Statements History tab can be used to review previously generated customer statements.
