Statement of Account
Path: Customer > Tasks > Statement of Account
The Statement of Account helps to provide Statements to customer highlighting their total outstanding with aging summary
- Key in Specific Customer ID or click Select for search function
- Select Branch
- Select Date → to determine the last date of the statement
- Choose the displayed Statement Header
- Tick Options to include CM from Bad Debt Relief and Bad Debt Recovered → if any
- Click Generate Statement
- Branch Details also display at the footer part which is same as header of statement of account
- Click Printable Page or Print to PDF → to print current statement of account with company details as header (format can be changed if required, request from Wavelet Support - charges may apply)
- Click Invoice, CM or RCT number for pop up document
- Aging Period will be configured under Customer Statement Configurations
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