> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/sales/customer-section/customer-statement/customer-statement-fields.md).

# Customer Statement Fields

The Customer Statement module provides a comprehensive overview of a selected customer's balance summary, detailing key information like Billing method, Receivable Total, Deposit Total, Net Total, and Credit Limit, among others. Users can utilize search options to filter statements based on required dates.

### Header Level Options

At the header level, users can perform various functions, including Email Statements and Print Statements.

**Options**: The **Options** dropdown contains the **Email Statement** option, which allows users to [email the statement(s)](#emailing-a-customer-statement) for the selected customer(s). When sending customer statements, the system automatically determines the recipients based on the customer's email configuration.

**Advanced Search**: The Advanced Search function allows users to conduct detailed searches by specifying criteria such as Column Name, Operator, and Value, facilitating precise and customized searches.

**Print Statements:** This allows users to print the customer statements

<figure><img src="/files/eQAGi5GXk7dmbCcIEmaZ" alt=""><figcaption></figcaption></figure>

### Header Level Fields

<figure><img src="/files/YNC3IxbdSg8QZkxuyDPX" alt=""><figcaption></figcaption></figure>

**Statement Date:** Enables searching for the statement on a specific date.&#x20;

**Statement Period**: Allows searching for the statement within a specific period.&#x20;

**Search**: Facilitates searching for the statement of a specific customer.<br>

### Context Menu (Right Click) Options

<figure><img src="/files/xHjXLFqETJGJgT4oA9aQ" alt=""><figcaption></figcaption></figure>

**Open**: This options takes you to Customer module where you can modify Customer details and save the data which will reflect in the Customer Statement module.&#x20;

**View Transactions:** This allows you to access to the Journal View of the transactions related to the selected Customer(s).

**Delete**: This allows you to delete the selected Customer(s).

{% hint style="info" %}
You can navigate to the customer module by simply double-clicking on the Customer Record row. This action will seamlessly direct you to the customer module interface within the Xoro ERP system.
{% endhint %}

### Header Level Icons

<figure><img src="/files/U1I92faLquUkTw3OP7Ys" alt=""><figcaption></figcaption></figure>

**Refresh:** This allows you to refresh the search results as per the newly defined criteria.

**Save**: This functionality lets users preserve updated UI settings for personalized and consistent experiences during future interactions with the module.&#x20;

**Advanced Search:** Offers sophisticated search capabilities, allowing users to refine searches with precise criteria.&#x20;

**Columns**: Provides customizable criteria for users to further refine their searches.&#x20;

**Download**: Allows exporting and downloading data in various formats such as CSV, TXT, MS Word, MS Excel, PDF, and MS Excel (.xlsx), catering to diverse user preferences and needs.

### **Emailing a Customer Statement**

**Step 1:** Navigate to **Menu → Sales → Customer Section → Customer Centre** and open the required customer.

<figure><img src="/files/LMu8eT5ZyBEpOpsYCJ2N" alt=""><figcaption></figcaption></figure>

**Step 2:** Configure the customer's **Default Billing Email** and **Primary Email** under the **Contact Info** tab. If required, configure additional recipient addresses in the **Statement Email** field under the **Emails** tab.

<figure><img src="/files/CNC9McXwwuprysGrZHxe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/2zAGMI2UPZVDiUT34Yxa" alt=""><figcaption></figcaption></figure>

**Step 3:** Navigate to **Menu → Sales → Customer Section → Customer Statement**, select the required customer statement(s), and choose **Email Statement** from the **Options** dropdown.

<figure><img src="/files/odMYetVK7SePkMTxHTiy" alt=""><figcaption></figcaption></figure>

**Step 4:** Select the required **Document Template** and **Email Template**, choose the **Respective Recipient(s)**, and click **Preview & Send**.

<figure><img src="/files/HxWOXz4GBBOAc68YHqqW" alt=""><figcaption></figcaption></figure>

**Step 5:** The **Email Centre** opens, and the system automatically populates the recipient fields based on the customer's configured email addresses:

* Default Billing Email (if configured)
* Primary Email (if no Default Billing Email is configured)
* Statement Email address(es)
* Email CC address(es), which are populated in the **CC** field (if configured)

<figure><img src="/files/XqGQZX4IcUrrdjYOl2FP" alt=""><figcaption></figcaption></figure>

**Step 6:** Review the email details and click **Send** to email the customer statement.

<figure><img src="/files/UykrZENes56amRVvMwGN" alt=""><figcaption></figcaption></figure>


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