Statements
Using Direct Mail Solutions for Customer Statements
Direct Mail Setup From the Main Screen of Retailer, go to Customers -> Customer Statements. Select Direct Mail Solutions Statements at the top. NOTE: If Direct Mail Solutions has already been setup, skip to step 6. Click on 'Setup'. Enter the Direct ...
Troubleshooting Customer Statements
The following are common issues regarding customer statements: Customers not receiving statements GST does not equal 10% of the total Statements showing transactions for a long period of time Customer Not Receiving A Statement Causes for customers ...
Reprinting Statements
After statements have been generated and/or printed, they can be reprinted as many times as you would like. Statements can be printed for individual customers OR in bulk according to a particular date or date range. PDFs of customer statements are ...
Forward Charging Customer Statements
This is for Newsagencies Only How Forward Charging Works The Forward Charging option on customer statements changes the statement to show the current balance owing plus the estimated charge for the number of weeks specified. Retailer calculates this ...
Emailing Customer Statements
Before trying to email statements you must you have all your email account settings set up correctly. For more information on this, click HERE. Enable Customers to Receive E-mails From the main screen of Retailer, click on Customer -> Customer ...
Processing / Ageing Statements (Print / Preview / Email)
Considerations Customer statements are generally printed and sent once a month and are only used if you have customer accounts in Retailer. These are similar to statements that one would receive from the bank or utility (water, electricity etc.) ...
Attaching Files / Messages with E-mail Statements
From the main screen of Retailer, click on Customers -> Customer Statements. Click on Setup. In Path under PDF Location relates to where PDF statements are saved. Leave this setting unless you have a specific reason to change it. Under Attachment ...
Using Account Categories for Statements
Retailer allows you to create Account Categories and assign customers to them. Doing so allows you to control the printing/sending of statements based on account categories. This process involves 3 parts: Creating an account category. Assigning ...
Change Statement Type / Details Per Customer
Retailer allows you to create multiple statement types, each with their own set of options. Customers can then be assigned to use the particular statement type. Examples of ways that this could be implemented include: Set a statement type to charge ...
Add Banking Details for Customer Statements / Invoices / Receipts
On the top menu bar of Retailer, click on Setup -> System. Click on the Accounting tab. In Banking Details, type in your bank account details. Click Save and Close. The banking details should now show up on Customer statements / invoices / receipts. ...
Minimum Amount for Statements
You can set a minimum amount that a customer owes in their account balance before they get a statement printed. This can help cut down on printing and posting costs. From the main screen of Retailer click on Setup -> Customer and then click on the ...
Creating / Editing Statement Options & Details
Retailer supports many Statement Types for customers. Statement Types determine whether a customer receives a statement, if they are charged an accounting fee, as well as how the statement looks. You can have multiple statement types for different ...