The Reports > Invoices > Outstanding Statements report lists the outstanding and partially paid invoices for each Customer.
The report includes an overall summary for the entity, with each Customer in a separate report line underneath. You can view the invoices associated with a Customer by expanding the report line.
You need to have a contact in Users > Customers > select customer > Billing Group > Account Receivable to be able to send Statements to the customer.
To send statements from within the report:
Set your preferences in the Sent Method drop-down.
Tick the checkbox to select a Customer.
Click Send Statements.
This will email the report in the selected ‘Send Method’ format directly to the Account Receivable contact in the customer profile.
The Report Summary section of the Outstanding Statements report includes the following data:
- Statement Type
- Outstanding Invoices
- Overdue Invoices
- Invoices Total
- Total Outstanding
Each Customer report line will include the following data:
- Issue Date
- Due Date
There are no exports for the Outstanding Statements report.