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-
How to generate a customer statement?
Generating a customer statement in Zoho Invoice is very easy-
- Go to the “Customers” tab.
- Click on the “Statement of Account” icon in the “Actions” column of the customer for whom you want to generate the statement.
- 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.