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Customer statements

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Summary

How to create customer statements and send them to customers in Sage Accounting.

Description

Send statements to your customers to help them keep track of what they owe you and remind them how much to pay.

Set up your statements to send regularly via email.

Resolution

How it works

Send statements to customers showing the outstanding balance on their accounts. Statements also show a list of outstanding invoices to pay.

  • Choose the Statement Type to include all invoices and payments on the statement. Or only show those that are outstanding.
  • Choose to create a statement for an individual customer or all customers with an outstanding balance
  • Schedule statements to send every month automatically
  • Print the statements ready to post or email them directly

 NOTE: If either you or the customer are not receiving Customer statements, there maybe a bounce back block from Sage, You will need to contact Sage so we can remove this block.