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 Not Receiving A Statement

Causes for customers not receiving statements include:

CauseFix
The customer is not set as an account customer
  • In the Customer Screen, click on the Other tab.
  • Make sure Account Customer is ticked.
  • Click Save.
The customer does not have a statement type or account category selected
  • In the Customer Screen, click on the Other tab.
  • Make sure an option is selected in both Statement and A/C Category.
  • Click Save.
The customer's account category is excluded from statements
  • On the top menu bar of Retailer, click on Setup -> General.
  • Click on the Statements tab.
  • Make sure the customer's Account Category is not excluded.
  • Click Save.
Balance is below the minimum requirement
  • On the top menu bar of Retailer, click on Setup -> Customer -> Statement Types.
  • Check the Minimum amount owed before a statement is to be printed. Click HERE to learn more.
  • Make changes if necessary and click Save.
Duplicate statement types are present
  • On the top menu bar of Retailer, click on Setup -> Customer.
  • Click on the blue arrow buttons to cycle through the statement types.
  • If you find one with a duplicate description, change one of them and click Save.
  • Then, go to the Other tab in the Customer Screen and make sure the customer is set to the correct statement type.

 

GST on Statements is Not 10% of Total

GST only applies on goods sold and not on payments or GST-free items. As a result, the GST will not equal 10% of the total balance outstanding if GST-free items were purchased and/or payments were made within the statement period.

Only outstanding invoices/charges will show GST on the statements too.

An example of this happening is explained below:

  • A customer is invoiced $55.00. The GST is $5.00.
  • The same customer then is invoiced for $55.00 for GST-free items. The GST is $0.00.
  • The customer pays $10.00 off his account. The GST is $0.00.
  • The total of the statement comes to $100.00.
  • The total GST is $5.00 because of GST-free items and payments that do not incur GST.

Statements Show Transactions For Long Period of Time

Statements are calculated and include transactions from the last statement that was produced for the customer. As a result, statements will, at times, show transactions for a longer period of time that usual.

For example:

  • In January, a particular customer had a statement produced.
  • In February, the customer did not receive a statement as their balance was below the minimum required for a statement.
  • In March, the customer's statement will show all transactions from January.