Using the Receivables Module, you can generate a financial statement for a customer including balance owed payments made.
Generating a Statement
- Go to the Receivables Module
- Click on the Statements tab
- Search for the customer you'd like to send a statement to and press the edit pencil icon
- Adjust the filters in the table for the data you would like to create a statement for the customer
- You can use the predefined Report Views by pressing the report view dropdown.
- You can use the predefined Report Views by pressing the report view dropdown.
- Click the blue Create Statement button.
- A preview of the Statement will show on the next screen.
- You can press the print button to print or download as a pdf, or you can press the Send Email button to send it to the customer directly through Freedom.
The layout and design for this billing statement is located in the Reports Module > Communications tab How To Create And Edit Templates for Invoices, Badges, and More