Customer statements

Click on the calculator icon in the main menu, and then on Statements.

Click on the blue arrow beside the title, and select Customer statements.

This list displays by default all of the customers who have expired invoices (together with Gross amount, Collected amount, and Unpaid amount). This is displayed using the current day as a reference date.

To specify a date range, use the appropriate selection tool beside the name. Click the grey arrow and choose the period.

The values Last week and Last month represent the week and the solar month preceding the present moment. If you need to, select Custom date range and specify the dates that you need.

To generate a statement or a payment reminder (depending on the period selected), double click on a row or click on the blue arrow beside the Customer name.

The screen is divided into two parts: to the left, you can select Language and Layout, specify if you want to print or send the document, and write a custom email text or use the one suggested by Sengerio.
Set a Contact from those of the customer to automatically fill in the To field with the email of that contact.

If this is a payment reminder you will also be able to specify the Level of the reminder (from 1st, 2nd, or 3rd).

Finally, To the right, you can see a preview of the document.

Below, you can see how the printed statement document looks.
At the top, the logo and the information are those of your operator.

All of the printed or sent documents are saved in the archives. To access them, click with the right mouse button on the customer row and then on  Generated documents.

In the list you see all the documents sent with the possibility of filtering on the date of issue. Click on Open sent document to see the text of the email. You can also follow the events (for example, if it has been delivered or not, and when), by clicking on the little rectangle with three dots.

Linked articles:
Set automatic reminders 

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Sengerio SUPPORT | 2021