Statements
Customer Statements - Printing, and Emailing Statements
This guide covers the operational side of statements: how to safely generate them, how to handle bulk vs. individual requests, and how to manage email outputs and attachments. We have a video guide on how to generate customer statements for your ...
Customer Statements - Setup, Configuration & Rules
This guide covers the foundational setup for account statements to customers. These settings determine who receives statements, what they look like, and how the system calculates account fees and balances. Account Categories Account Categories allow ...
Using Direct Mail Solutions for Customer Statements
Direct Mail Solutions is an Australian mail house that can manage the printing and bulk mailing of your customer statements. Please contact Direct Mail Solutions if you're interested in their services before attempting to send statements using this ...
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 statement showing wrong customer name GST not ...
Reprinting / Re-emailing Customer Statements
After statements have been generated and/or printed, they can be reprinted as many times as you would like. They can also be resent by email. Statements can be printed / emailed for individual customers OR in bulk according to a particular date or ...
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 ...
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. ...