Statements

Print Statement

To generate a statement for the entire Account, go to the Sales tab within the Account. Click the the Open Invoices tab > Select All ( Select All from the center of the green bar across the top of the page) > Bulk Actions > Print Statement.

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A Pay Now button is displayed for each Invoice in the statement.

Customers can click through the button in their PDF to pay each invoice.

This will print a statement of the Account's Open Invoices.

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An Order Statement can also be printed from the Order Summary within the Order screen, providing Invoice details for that order only.

Statement PDF

The Statement PDF will display the following details about invoices on your customer's orders:

• Invoice ID, Invoice Date, Invoice Status, Order ID, Due Date, Total, Paid, Refunded, Amount Due, Pay Now Button

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You can see the Current Due and Past Due amounts listed at the bottom of Statement, broken down by how many days past due they are.

Email Statement

You can also choose to email the statement to your customer instead of printing it out. Statements can be sent to many Accounts at once through Bulk Actions > Send Statement.