When services/goods are provided to the customers but they can’t send the bill/invoice after item fulfillment/service provided time, then the company generates a statement at the month’s end. At the time of statement generation total provided items/services cost is listed on the ‘Generate Statement’ page. After statement/bill generation send it to the customer through email/fax.
Statement Charges Process Flow:
- Create Statement Charges:
Transaction > Sales > Create Statement Charges.
Create statement charges at the time of goods/services provided.
2. Generate Statement Charges:
Navigation: Transaction > Customers > Generate Statement Charges.
Generate Statement Charges at the month end.
3. Print Statement Charges:
We have a ‘Print’ option on the statement generation page for print statement charges. Below pic is an example of a ‘Statement Charge’.
4. Statement Charges Payment:
At the payment record statement charges appear under the invoices tab.