Do you spend more time following up customers for payments?  Do you have customers who have disputed an invoice or payment?  Have you frantically tried to consolidate the transactions for a particular customer?

If the answer to any of the above question is yes, you would have definitely felt the need for customer transaction summary (customer statements).  Not surprisingly this is one of the most requested features in Zoho Invoice and we are happy to heed to the request.  Yes, we have added support for “Customer Statements” in Zoho Invoice.

What is a customer statement?

Customer statement is a summary of all transactions for a particular customer during a specific period.  It lists the invoices that were sent and the payments that were received along with their associated details.  Shown below is a sample customer statement-

Sample Customer Statement

How to generate a customer statement?

Generating a customer statement in Zoho Invoice is very easy-

  1. Go to the “Customers” tab.
  2. Click on the “Statement of Account” icon in the “Actions” column of the customer for whom you want to generate the statement.
  3. Statement will be generated for the current month and you will be taken to the “Customer Statement” page where you have options to change the statement period, export (as PDF), print and e-mail the statement.

You also have the option to generate the statement from customer’s detail page and from the “Balances report” under “Customer Reports” in the “Reports” tab.

Give this feature a try and feel free to share your comments with us.

  1. Jitendra Singh

    Another issue we are facing is in the client statement, it does not show the proforma invoices which are also ideally a part of the outstanding balance. Can you get them added to the customer statement?

    • Maruthi

      Hi Jitendra,

      Thanks for your comment. We currently do not have proforma invoices in Zoho Books. Could you please let us know what you’re referring to, so we’ll be able to help you better.

      Cheers,
      Maruthi

  2. Jitendra Singh

    in the customer detailed statement, how can we get the service and description column also in the PDF that we download for the customer? When we send the report to the customer, it just shows the invoice number, but if even the headline of the services in that invoice can be shown in that report, it will help to analyse it rather than opening each and every invoice.

    • Maruthi

      Hi Jitendra,

      Thanks again for posing. The customer statement aims at providing an overview of the list of transactions you have with your customer. All the critical information like the invoice numbers, date and the details are fetched in the report. Since each invoice may have multiple items/services, it might make the report look too cluttered. However, please send us your suggestions to support@zohobooks.com, and we’ll consult with our development team regarding the implementation.

      Cheers,
      Maruthi

  3. Deepa

    @hpbrokers, This is absolutely on our agenda. We will provide this option in the near future.@Luminist, We’ve forwarded this to our product team for consideration.

  4. Deepa

    @hpbrokers, This is absolutely on our agenda. We will provide this option in the near future.@Luminist, We’ve forwarded this to our product team for consideration.

  5. Luminist

    How do you email a customer balance statement to highlight invoices to pay and overdue invoices.Also the customer statements don’t accurately display the total owed by the customer, when the company has taken withholding tax (UK Tax and NI Deductions).Example:
    The Customer owes £3,150.00 including withholding tax
    The Zoho Customer Statement shows £9,637.40
    It has not taken into account that the withholding tax is payed to the government and will never be payed to me, therefore their statement amount owed will continually increase month on month.

  6. Luminist

    How do you email a customer balance statement to highlight invoices to pay and overdue invoices.Also the customer statements don’t accurately display the total owed by the customer, when the company has taken withholding tax (UK Tax and NI Deductions).Example:
    The Customer owes £3,150.00 including withholding tax
    The Zoho Customer Statement shows £9,637.40
    It has not taken into account that the withholding tax is payed to the government and will never be payed to me, therefore their statement amount owed will continually increase month on month.

  7. hpbrokers

    I also need to modify the template to allow correctly position the address for my envelopes. Any time frame for this?

  8. hpbrokers

    I also need to modify the template to allow correctly position the address for my envelopes. Any time frame for this?

  9. waphil

    Hi,Sorry to remind you this : when will you add the possibility to alter the template ?If this is still being developed, I am interested by translating some fields (in French). Could I give you this information ? Could you expain the process to add transaltion in such template ?thanks in advance for your answers.

  10. waphil

    Hi,Sorry to remind you this : when will you add the possibility to alter the template ?If this is still being developed, I am interested by translating some fields (in French). Could I give you this information ? Could you expain the process to add transaltion in such template ?thanks in advance for your answers.

  11. Sivaramakrishnan Iswaran

    @bartThanks for the post. Currently it is not possible to change the template. We will soon expose the option to change the template, language …Thanks & Regards
    Siva

  12. Sivaramakrishnan Iswaran

    @bartThanks for the post. Currently it is not possible to change the template. We will soon expose the option to change the template, language …Thanks & Regards
    Siva

  13. bart

    cool feature indeed. because i’m Dutch i would like to alter the template. This doesn’t seem possible however.

  14. bart

    cool feature indeed. because i’m Dutch i would like to alter the template. This doesn’t seem possible however.

  15. Sivaramakrishnan Iswaran

    Hi Leon QuinnThanks for the suggestion. Yes, we will get that implemented, it is just a question of time.

  16. Sivaramakrishnan Iswaran

    Hi Leon QuinnThanks for the suggestion. Yes, we will get that implemented, it is just a question of time.

  17. Leon Quinn

    Its a nice feature alright though maybe if it kept a record of payments reminders sent out it would be even better!?

  18. Leon Quinn

    Its a nice feature alright though maybe if it kept a record of payments reminders sent out it would be even better!?