Monthly Customer Statements are an important part of a lot of businesses. You need an easy way to notify your customers of their balances due and Customers need an easy way to see their balances due.
To use Customer Statements, you need to configure your Customer Statement Settings.
WAIT! Before you can send Customer Statements, you need to configure these items:
Go to Product Setup / Accounting / Customer Statement Settings
- Accounting Questions: This field allows you to enter an email address that your Customers can use to ask Accounting related questions when reviewing their Customer Statement.
The remaining fields are Statement Messages which appear on the Customer Statement, based on the age of the Customer Balance. These are customizable messages.
- Statement Message – Customer Balance is Not Due Yet
- Statement Message – Customer Balance is 1-30 Days Old
- Statement Message – Customer Balance is 31-60 Days Old
- Statement Message – Customer Balance is 61-90 Days Old
- Statement Message – Customer Balance is 91 plus Days Old
Once you’ve configured each of these fields, click 
. Don’t forget to set up your Customer Messaging and Customer Portal Settings before you start sending Customer Statements!