Statements to customers can be created and sent directly from the contact screen.
1. There are two statement types, outstanding and activity, depending on what needs to be sent. The activity shows invoices and receipts for a specific period whilst outstanding displays what is still owed. 2. Statements can be created for all customers or can be sent to specific customers selected here. 3. PDF and then print or email statements digitally 4. This displays the outstanding balance allowing you to see which clients owe money.
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