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A statement is a summary of a customer's invoices and payments and is typically sent on a regular basis, such as monthly. Statements help your customers keep track of their account and how much they owe you.

On the Customer statements page, you can review, print and email customer statements for individual customers, or for a range of customers. Want to try the new customer statements page? See The new customer statements page below.

 

Known Issue: Customer not listed when emailing statements?

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

To review, print or email a customer statement

To review, 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 generate statements for—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 generate statements for.
  6. If you want to review the statements, click Print statements. The statements appear as separate pages of a PDF, ready to review.
  7. If you want to print the statements:
    1. Click Print statements. The statements appear as separate pages of a PDF, ready to review or 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.
  8. 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 Subjectas 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 Messageas 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.

The new customer statements page

Want a faster, cleaner customer statement experience? Check out the new customer statements page today by clicking Switch to the new customer statements at the top-right of the Customer statements page.

The new customer statements page has much of the same core functionality as the old page but is presented in a cleaner, tidier style with improved performance - so you can find, send or print the statements you want easier than ever before.

 

What does "Beta" mean? Any feature that has a Beta tag  simply means we’ll continue building upon and improving your experience, based on your feedback. So let us know what you like and dislike by rating your experience and leaving a comment in the pop-up survey that will appear on the new customer statements page.

  FAQs


Why can't I select the statements that are displaying? (Old customer statements only)

Why can't I select the statements that are displaying? (Old customer statements only)

If you can see the statements but you are unable to select them, click Find Statements to refresh the list and this will allow you to select them.

Can I edit the layout or business details of my customer statements? (Old customer statements only)

Can I edit the layout or business details of my customer statements? (Old customer statements only)

No, you can't edit the layout or information of customer statements. If you'd like to see this functionality added to MYOB Essentials, vote for it on the MYOB Essentials Idea Exchange.

If you need to change any business details, such as email address or business name, you can do so from the Business Details page in your settings.

Where to I set the 'reply to' email address?

Where to I set the 'reply to' email address?

You can set the 'reply to' email address in your business details settings (click your business name and choose Business details).

Business details settings with email address field highlighted

Can I select a statement date?

Can I select a statement date?

Currently statements in MYOB Essentials are invoice based designed to show you the invoices and the payments relating to that particular invoice based on today's date.

If you'd like to be able to choose a statement date in MYOB Essentials, vote for this feature on the MYOB Essentials Idea Exchange