Customer Portal - Customer Statement

The Customer Statement module enables businesses to maintain detailed records of customer interactions and transactions. By understanding and utilizing the various fields within the Customer Statement, businesses can manage customer data efficiently, ensure accurate billing, and enhance overall customer communication.

Additionally, users can print and download the customer statements to for record-keeping and sharing with the customers.

Customer Statement Fields

Field	Description
Customer	This field displays the full name of the customer.
Customer Type	This field displays the type assigned to the customer; individual or company.
Currency	This field indicates the currency in which transactions are conducted for the customer.
Sales Rep Id	This field contains the unique identifier for the sales representative assigned to the customer.
Phone	This field displays the primary contact phone number for the customer.
Email	This field shows the customer's primary email address, used for sending invoices, statements, and other communications.
Billing Method	This field specifies the method used for billing the customer, such as mail or online payment.
Payment Terms	This field outlines the default payment term for the customer, such as net 30, net 60, CIA, etc.
Receivable Total	This field displays the total outstanding amount owed by the customer, reflecting the cumulative balance of all unpaid invoices.
Deposit Total	This field displays the total amount of deposits made by the customer.
Net Total	This field indicates the net balance owed by the customer after accounting for deposits and credits.
Full Name	This field displays the full name of the customer
Account Number	This field provides the unique account number assigned to the customer.
Credit Limit	This field displays the credit limit set for the customer.
URL	This field displays the customer's website URL, if applicable.
Company Name	This field displays the official name of the customer's company.
Tax Number1	These fields capture the customer's tax identification numbers, such as VAT or GST numbers.
Tax Number2	These fields capture the customer's additional tax identification numbers, such as VAT or GST numbers.
Portal Account#	This field provides the unique account number assigned to the customer for the customer portal.
Is Taxable?	This field indicates whether the customer is subject to tax on their purchases.
Tags	This field displays the tag(s) added to the customer.
Alert Note	This field displays the alert note added to the customer.
Customer Since Date	This field displays the date when the customer has signed up with the company.
Tax Code	This field indicates the specific tax code associated with the customer.
Sales Rep Email	This field displays the sales representative's email address.
Sales Rep	This field displays the name of the default sales representative assigned to the customer.
Monthly Statement Email Flag	This field indicates whether the customer is set to receive monthly statements via email.

Customer Statement Filters

The Customer Statement module in the customer portal includes a range of filters that allow users to refine and tailor data display according to specific criteria.

To access the filters, click on the "Grid" icon at the module's top-left corner. Once the filters panel is open, you can use the following options:

• Statement Date: This filter allows you to search for the customer statement based on the date they were generated.

• Statement Period: Use this filter to search for customer statements within a particular time frame. Users can set a start and end date to view the transactions made within that period, making it easy to track activity over specific intervals.

After setting the desired filter criteria, click on the "Apply" button to apply the filters and refresh the data accordingly.

• Print: The customer statement module offers you the option to print customer statements. Click the "Print Statement" option to print the customer statements.

Header Level Icons

• Left and Right Arrows: These errors help to navigate the records. Click on these to scroll through all the columns and access the data easily.

• Refresh: This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save: Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Columns: All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.