



Before running your statements, you will want to make sure your billing is up to date.
Then, before finalising any statements, you should perform a "trial run".

From the main screen of Retailer, click in the top menu to go to Customers → Customer Statements.
CRITICAL: Untick the box labelled Save Statements (this may be labelled Age in older versions).
Click Preview/Print.
Why do this? If "Save" is unticked, the system will not progress the billing period. This allows you to review the PDF, find errors, and fix them in the Customer Screen or POS before doing the "real" run and locking things in.Email statements and print statements will only print/email the statements linked to each method.
From the main screen of Retailer, click in the top menu to go to Customers → Customer Statements.
In Options, select between:
Print Statements - Generates statements that can be printed.
E-Mail Statements - Sends statements by e-mail.
Direct Mail Solutions Statements - Sends statements by e-mail to Direct Mail Solutions who then print and send the statements on your behalf. Click HERE for more information on Direct Mail Solutions.
Show Coloured Bands on Statements - if enabled, highlights every second item on the statement for easier reading.
Date Selection: Ensure the Finish Date is correct.
Newsagencies: This should typically be the most recent Sunday to ensure clean weekly billing. Any Customer Billing already run will appear on the statement regardless of dates.
Filtering Options:
Aging Types: Select the Aging types of customers that you want to include. Most businesses stick to one type, so there is generally no need to deselect any type unless you have a particular statement schedule for different types.
Account Category: Select a category from the grid. To select multiple categories, hold the [Ctrl] key while clicking.
Messaging: Enter up to 3 lines of Comments to appear at the bottom of the statement.
Execution:
Ensure Save Statements is now Ticked.
Click Preview/Print (for paper), Email (to send directly), or Direct Mail (for third-party services).
Email settings can be terminal-specific, allowing different computers to have different messaging if required.
To include a secondary PDF (like a marketing flyer) or other file with every emailed statement:
From the main screen of Retailer, click on Customers → Customer Statements and then click the Setup button in the top left of the window.
The Path setting under PDF Location, relates to where PDF statements are saved. Leave this setting unless you have a specific reason to change it.
Under Attachment Location, click the Folder/Search button.
Navigate to your PDF, select it, and click Open.
Click Save and Close.
Note: Ensure the attachment is a PDF and keep file sizes small to avoid email delivery issues.If a customer requests a snapshot of their current balance mid-month:
Go to the Customer Screen, then search for the customer.
On the Transaction Menu (click the Menu button if this doesn't appear), click the Customer Statement button. Leave it on Current Statement and make sure Save Statements is not ticked.
Choose Print or Email.
Important Logic: Running a statement from this screen provides a snapshot of "work in progress." It will not age the account, lock transactions, or update the "Last Statement Date."