Go to Settings and manage customer statement features by configuring payment terms, journals, and enabling customer statement access for portal users.

Configure customer statement options like portal visibility, email/WhatsApp sending, mail logs, and automated statement delivery to streamline communication and financial tracking.

Set up automatic customer statement delivery with filters, scheduling options, and customize WhatsApp messaging features like signature, report links, and chatter logging for seamless communication.

View detailed customer statements with filters, track invoices and payments, analyze aging data, and monitor communication history directly from the customer form for complete financial visibility.

Download and analyze customer statements in Excel format with detailed transaction data, totals, and aging summaries for better financial reporting and decision-making.

View a detailed summary of customer transactions including invoices, payments, and outstanding balances. This statement helps track financial activity and monitor due amounts over a selected period.

Send the customer statement directly via email to share invoice details, payment history, and outstanding balances. Add a message and attachment, then track communication easily from the system.

The customer statement has been successfully sent via email and is recorded in the chatter. You can view the sent message, download the attachment, and track communication history for future reference.

This is the customer statement PDF attached to the email sent to the customer. It contains a complete summary of invoices, payments, and outstanding balances, and is securely stored for future reference and download.

Share the customer statement instantly via WhatsApp, including invoice details, payment status, and total due amount. A direct link to view or download the full statement is also provided for quick access and easy communication.

Easily filter invoices by date and payment status to view a complete customer statement. Send statements via WhatsApp, print reports, or share directly with customers for quick follow-ups.

Choose between customer or overdue statements, set a date range, and include aging details before sending. Easily share, print as PDF, or export the statement to Excel for better tracking and communication.

Download a detailed customer statement in Excel format with invoice records, payment details, and aging analysis. Easily track outstanding balances, review due amounts by time buckets, and manage unallocated payments efficiently.

Generate a professional customer statement in PDF format with complete invoice details, balances, and aging summary. Easily download, print, or share the document with customers for clear and structured financial communication.

Quickly send customer statements directly via email with pre-filled recipient and subject details. Attach the statement, add a custom message, and ensure smooth and professional communication with your customers.

Once the customer statement is sent via email, it appears instantly in the chatter section with the attached PDF. Track all sent statements, view delivery history, and maintain a complete communication log with your customers.

Grant portal access to your customers directly from the customer form. Once access is granted, the customer is confirmed as an external user with defined access rights, allowing them to securely log in and view their invoices, statements, and account details through the portal.

After logging in, customers can access their personal account dashboard where they can view and download invoices, manage addresses, configure connection and security settings, and view their customer account statements — all in one place for a complete self-service experience.

Customers can view their complete account statements directly from the portal. They can filter statements by date range, get updated statements instantly, and easily send, download as PDF, or export as XLS. The statement includes invoice details, payment status, balance summary, and a gap between days aging report for clear financial visibility.

Customers can filter their account statements by a specific date range directly from the portal. The filtered view displays the opening balance, invoice-wise details, and total balance, along with the complete unfiltered customer statement and a gap between days aging report — giving customers full financial clarity at a glance.

Customers can download their account statements directly as an XLS file from the portal. The exported spreadsheet includes all invoice details such as invoice number, invoice date, due date, payment date, payment reference number, total amount, paid amount, balance, and total balance — making it easy to manage and analyze financial records offline.

Customers can download their filtered account statement as a professional PDF directly from the portal. The PDF includes the company details, customer address, VAT number, selected date range, and a complete invoice-wise breakdown with total amount, paid amount, balance, and total balance — ideal for record keeping and sharing with accounts teams.

When a customer statement is sent via email, the PDF is automatically attached and stored as an unrestricted attachment linked to the customer record. The attachment details include the file name, type, mime type, resource model, and creation history — ensuring complete traceability and easy access to all sent customer statement documents.

Customers can download and view their filtered statement as a clean, professional PDF directly from the portal. The PDF displays the customer name, selected period, and a detailed invoice-wise table with invoice number, dates, payment reference, total amount, paid amount, balance, and total balance — providing a clear and organized financial summary for the selected date range.