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 customers for printed statements and another that doesn't charge for emailed statements.
• Set a statement type only for customers who get forward-charged statements.
• Set a statement type so that certain customers only get a statement when their balance reaches a certain amount.

Click HERE to learn more about creating/editing statement types.

Once statement types have been created, they can then be assigned to customers. To do so, follow the instructions below:

1. From the main screen of Retailer, click on the Customers icon.
2. Use the magnifying glass icon to search for a particular customer.
3. Click on the Other tab.
4. In Statement, select the required statement type from the drop-down box.
5. Click Save.

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