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Workshop Software gives you the option to print a statement for an individual Customer or run a report to generate statements for all Account Customers. To send a batch of statements please review this article, Email or Print Statements for All Customers.
- To generate a statement for an individual Customer search for the Customer and open their Customer page.
- Click on the Export icon at the top right of the screen next to their Account Balance to open the statement menu, choosing either to Print (A) or Email (B) the statement for this Customer.
- A new window will pop-up and you may choose a Begin and End date for conventional statements or if the Toggle is active an As At date for a 30/60/90 Statement.
- You may also choose if the statement shows Invoices already paid.
- If you chose to print the Customer statement click Confirm and the report will be generated in a new tab.
- If you chose to email the Customer statement click Next and then enter an email address, Subject and a message then click Send.
A standard Statement will contain your Company's contact details, the Customer's details and a summary of Invoices posted between the chosen dates with the remaining balance due on each.
A 30/60/90 statement will display Invoices posted in the 30 days before the As At date, the Customer's total outstanding balance and the total of any unpaid balances posted more than 30, 60 and 90 days prior.
Good to Know
- You can search for a Customer by name, phone number, or email address using the search bar. If you only recall the customer's Vehicle search for the registration number then click through to the associated Customer.
- Keeping customer records up to date ensures accurate invoicing and reliable communication via SMS or email.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
What is the difference between a cash customer and an account customer?
A cash customer pays at the time of service, so there is no outstanding balance. An account customer can be invoiced and given payment terms, allowing them to pay later. You can track account customer balances through the customer balances report.
