We have a video guide on how to generate customer statements for your account customers - ? Generating Customer Account Statements Considerations Customer statements are generally printed and sent once a month and are only used if you have customer ...
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 ...
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 ...
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 ...
Account customers will have aged balances on their account, which depends on the Aging Type on the account. This will then affect how statements and invoices calculate and show due dates (which relates to payment terms). The Aging is set in the ...