Create a Statement
Find the customer or fleet that you’d like to create a statement for on the lists page or by using global search.
On the customer or fleet page, view the customer’s remaining balance. Select the Remaining Balance dropdown to view the breakdown of the amount due and the amount overdue by the customer.
Select Create Statement to generate a statement to collect payment on multiple invoices at once.
The statement date range will default to the last month. To change this, select Filters. Choose your preferred filters and select which orders you want to include on the statement. Select Save.
Once you’ve created the statement, you can Record Payment, Print the statement, or Send the statement to the customer.
You may choose to send the statement to more than one recipient. In the Send Statement Menu, select the Recipients bar to add additional recipients to the statement.
A few things to know about sending a statement to more than one recipient:
While you can select multiple customers to share the statement with, you are only able to select one contact method per customer. This means that you cannot send a statement to multiple phone numbers/emails on the same customer
All recipients will receive the same Subject and Message as it is written in the preview
The correspondence with each customer will show as separate chats in the message center (no group messaging)
Multiple recipients are not saved for the future. Sending an order, inspection, etc. will always default to sending only to the customer associated with the order, inspection, etc.
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