End-of-period procedures > Month-end procedures > Task 4: Send customer statements
To print a customer statement
1
Go to the Sales command centre and click Print/Email Statements. The Review Statements Before Delivery window appears.
2
Click the To Be Printed tab.
3
In the Statement Type field, select the type of statement you want to print.
Invoice statements list all invoices aged as of a specified date.
Activity statements list all sales invoices, payments, and orders with a customer deposit within a specified date range. Activity statements include a running account balance.
Retainer, Escrow & Trust statements list all invoices, payments and orders with a customer deposit posted to either a retainer, escrow or trust.
If you selected Invoice as the statement type, type an aging date to display invoices outstanding as of that date.
If you selected Activity as the statement type, type the statement date range in the From and to fields.
6
Select Include Invoice Details, Include Memo, Include Due Date, Include Payments and Only Overdue Customers to customize the details of the statement.
9
Click Print.
To email a customer statement
1
Go to the Sales command centre and click Print/Email Statements. The Review Statements Before Delivery window appears.
2
Click the To Be Emailed tab.
3
In the Statement Type field, select the type of statement you want to email.
Invoice statements list all invoices aged as of a specified date.
Activity statements list all sales invoices, payments, and orders with a customer deposit for a specified date range. Activity statements include a running account balance.
Retainer, Escrow & Trust statements list all invoices, payments and orders with a customer deposit posted to either a retainer, escrow or trust.
If you selected Invoice as the statement type, type an aging date to display invoices outstanding as of that date.
If you selected Activity as the statement type, type the statement date range in the From and to fields.
6
If you want to change a customer’s email address, select the customers name and then select another address from the Email Address list. Alternatively, type a different address in the Email Address field.
8
Select Include Invoice Details, Include Memo, Include Due Date, Include Payments and Only Overdue Customers to customize the details of the statement.
10
Click Send Email.

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