Features

• You can send Customer Statement through Email and Whatsapp from portal.
• You can print Customer Statement in PDF as well XLS Format from portal.

Now tick 'Show Customer Statement Menu In Portal'.

After go to the portal => customer statement.

You can get customer statement from the port.

You can download customer statements from the portal.

You can download customer overdue statements from the portal.

You can send customer statements from the portal.
It shows a popup after successfully send customer statements.

The statement sent by mail.
Email statement form view.

You can see the statement attachment from an email.

You can print an XLS report of the customer filter statement.

Customer filter statement XLS report looks like this.

You can print an XLS report of the customer statement.

Customer statement XLS report looks like this.

You can print an XLS report of the customer overdue statement.

Customer Overdue statement XLS report looks like this.

You can 'Download Filtered Statement XLS' from the portal.

You can download the customer overdue statement XLS report from the portal.

Today's opening balance is yesterday's closing balance. Manual journal entries for opening balances appear as the next day's opening balance in the balance column but are not included in the total or paid amount column on the same date.

Customer filter statement PDF report with address looks like this.

You can print an XLS report of the customer filter statement with address.

Customer filter statement XLS report with address looks like this.

You can print an PDF report of the customer statement with address.

Customer statement PDF report looks like this.

You can print an XLS report of the customer statement with address.

Customer statement XLS report looks like this.

You can print an PDF report of the customer overdue statement.

Customer Overdue statement PDF report looks like this.

You can print an XLS report of the customer overdue statement.

Customer Overdue statement XLS report looks like this.

The statement log history configuration, you can see mail log history from the 'See all mail log history'.

The statement log history tree view.

Statement log history form view.

You can filter and group by statements by the provided list.

You can print statements from the 'Action'.

You can send a statement/overdue statement from the 'Action' button.

Features

• You can send Customer Overdue Statement through Email and Whatsapp.
• You can print Customer Overdue Statement in PDF as well XLS Format.
• You can see Mail Log History.

Go to the customer => customer statement, press 'Send Overdue Customer Statement' to send the statement by mail and press 'Print Overdue Customer Statement' to print the statement.

Customer filter statement sent by mail.
Email statement form view.

You can see the statement attachment from an email.

The statement looks like this.

Features

• You can send Customer Statement through Email and Whatsapp.
• You can print Customer Statement in PDF as well XLS Format.
• You can see Mail Log History.

Go to the customer => customer statement, press 'Send Customer Statement' to send the statement by mail and press 'Print Customer Statement' to print the statement. You can also send filter statements by whatsapp.

Customer filter statement sent by mail.
Email statement form view.

You can see the statement attachment from an email.

The statement looks like this.

Features

• You can Filter Customer Statement with This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year as well Custom.
• You can Select the type of the customer statements like 'Not paid, paid, In payment, Partially paid, Reversed, or Invoicing app legacy'.
• You can send Filtere Customer Statement through Email and Whatsapp.
• You can print Filter Customer Statement in PDF as well XLS Format.
• You can see Mail Log History.

Go to the customer => customer statement.

You can filter statements, So select the filter option 'This Month'.

Select the type of the customer statements like 'Not paid, paid, In payment, Partially paid, Reversed, or Invoicing app legacy'.

Press 'Get Customer Statement'.
You can send filter statements by mail, so press 'Send Filter Customer Statement' and press 'Print Filter Customer Statement' to print filter customer statement.
You can also send filter statements by whatsapp.

Customer filter statement sent by mail.
Email statement form view.

You can see the statement attachment from an email.

The statement looks like this.

Features

• You can auto send customer statement and overdue statements based on the configurations given.
• You can send statements by scheduled action(cron job).
• In the configuration, there is an option available that, when enabled, will send an email only for unpaid invoices. If all invoices are paid, no auto email will be sent.

Customer auto-send statements/overdue statements configuration.

You can weekly auto-send customer statements.

You can monthly auto-send customer statements, you can select monthly days.

You can auto-send customer statements by end of the month.

You can yearly auto-send customer statements.

You can send statements by scheduled action(cron job).

Go to invoice setting >> Enable the 'Account Statement Auto Send Configuration' according to your preferences.
Select the "Filter Only Unpaid, Send nothing if all invoices are paid."

Here, you can see the customer form view.
In the customer statement tab, you have the option to filter customer statements based on specific time periods, such as monthly, quarterly, yearly, or custom.

In the customer statement tab, you can filter customer statements based on their configuration, such as Not Paid, In Payment, Paid, ETC...

In "User", enable the 'Send Customer Statement By Whatsapp Feature' option.

Whatsapp message description with the configuration setting.

Set the signature in the message,
1) Go to Preferences.

2) Add Signature.

Add number in the 'Mobile' field.

Click the 'Send By WhatsApp' Button.

Choose recipient and edit message as required and click send by WhatsApp.

This is the output shown in the WhatsApp messenger.

In the chatter, you can see the message which is sent.

You can print an PDF report of the customer filter statement with address.