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On the Customer Statements page, you can print and email customer statements for individual customers, or for a range of customers.

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To email a customer statement, make Customer not listed when emailing statements?

Make sure there's an email address in the Email (To) field in the contact's details.

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titleTo print or email a customer statement
  1. In the Sales menu, click the Customer statements link. The Customer Statements page appears.
  2. From the Send statements to list, select the customers you want to send a statement to—All CustomersCustomers with email addresses or Customers without email addresses.
    The list of customers appears below. You can select and deselect individual customers.
  3. If you want to include customers with a zero balance, select the $0.00 Balances option.
  4. Click Find Statements. All customers matching your selection criteria appear in the list.
  5. Deselect any customers in the list that you don’t want to send statements to.
  6. If you want to print the statements:
    1. Click Print statements. The statements appear as separate pages of a PDF, ready to review and print.
    2. Click the print icon (  ). The Adobe Reader Print window appears.
    3. Choose your print options and click OK to print the customer statements.
  7. If you want to email the statements:
    1. Click Email Statements. The Email Statements window appears.
    2. If you want, edit the email Subject text.
      If you don’t want to use this as your default email subject text, deselect the Set text for Subject as default option, which is selected by default.
    3. If you want, edit the email Message text.
      If you don’t want to use this as your default email message text, deselect the Set text for Message as default option, which is selected by default.
    4. Click Send to email the customer statements. A message appears, telling you that you’ll soon receive a confirmation email, and that you should check this email for errors.
    5. Click OK. The Customer statements page reappears.
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titleRelated topics
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Sales

Managing your contacts

Viewing invoices

Sales history

Emailing and printing invoices

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titleFrom the community

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urlhttp://community.myob.com/myob/rss/search?q=customer+statements&filter=labels%2Clocation%2CsolvedThreads&location=forum-board%3AEssentialsAccounting&search_type=thread&solved=true

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