Customer Account Statement

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Customer Account Statement v17

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Customer Account Statements

The account statement is the summary report of the financial activities. Statements show how much money is spent within a specific time period. An account statement is basically an overview of your financial performance. The statement is one type of tool for customers. Customers can track their paid amount.

This module allows customers to see statements as well as overdue statement details. You can send statements by email to the customers. You can also see customers mail log history with statements and overdue statements. You can also send statements automatically weekly, monthly & daily using cron job. You can filter statements by dates, statements & overdue statements. You can Also filter statements based on their configuration, such as Not Paid, In Payment, Paid, ETC... You can group by statements by the statement type, mail sent status & customers. You can print statements and overdue statements.

Why account statement is important?

The importance of account statements is that show everything about transactions, like date, due date, total amount, paid amount & balance. The statements can be used when we have a misunderstanding or miss management about our transactions. The account statement's purpose is to review your account transactions that where you spent your money and how much money you spent.

Related Modules

Vendor Account Statement

Account Statement

Advance

Key Features

Hot Features

Payment Status & Dates Wise Filters

Don't Send Mail If All Invoices Are Paid

Customer Statement Whatsapp

Account Statement XLS Report.

XLS Report At Portal.

Customer Overdue Statements

Customer Portal Statement

Statement Log History

Filter Statements

Group By Statements

Send Statements By Email

Overdue Statements By Email

Print Statements

Print Overdue Statement

Statement Auto Send

Overdue Statement Auto Send

Account Statement Configurations.

Customer Filter Statement Flow

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.

Customer Statement Flow

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.

Customer Overdue Statement Flow

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.

Customer Account Statement/Overdue Statement Mail Log History Flow

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

Customer Statement Quick Send & Print Flow

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.

Customer Auto Send Statement/Overdue Statement Flow

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).

Customer Portal Statement Flow

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.

Customer Statement XLS Report

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.

Opening balance in customer statements.

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.