We have a video guide on how to generate customer statements for your account customers - ? Generating Customer Account Statements Considerations Customer statements are usually processed once a month to produce a finalised statement with all ...
Before trying to email statements, you must have all your email account settings set up correctly. For more information, click HERE. Account customers can receive their account statements by email. Follow the steps below to enable this. Enable ...
This is for Newsagencies Only This guide covers the essential end-of-week financial routine. To ensure accurate pricing and balances, these steps must be performed in the specific order listed below. The Weekly Routine (Order of Operations) To avoid ...
The Customer Transaction Log report provides a chronological history of all transactions and statements for a specific customer. This is useful if a customer asks for a consolidated statement, but customer statements are generated only for ...
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 ...