Sending your customers statements on a regular basis is a good way of keeping them informed, and it can also gently remind them that their payments are due or overdue.
Your software includes a range of layouts that can be used to generate statements straight away.
From the Customers window, choose the customers required > Statements.
From the list, select the statement layout you want to use.
Tip: If the statement is to be emailed using Sage Pay, select a layout that includes the Pay Now button. For more information about Sage Pay you can visit the Sage Pay website.
Depending on the selected layout, the Criteria window may appear for you to enter your date range.
In the From and To boxes, enter the date range required. All customer transactions falling on or within these dates are included in the Statements.
If you want to exclude any future sales receipts and sales payments on account from your statement, select the Excl. Later Payments check box. This gives you the flexibility to run retrospective statements - that is to include or exclude invoices, depending on the payment date.
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