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) 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

Header Level Fields

Statement Date: Enables searching for the statement on a specific date.

Statement Period: Allows searching for the statement within a specific period.

Search: Facilitates searching for the statement of a specific customer.

Context Menu (Right Click) Options

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.

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).

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.

Header Level Icons

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.

Advanced Search: Offers sophisticated search capabilities, allowing users to refine searches with precise criteria.

Columns: Provides customizable criteria for users to further refine their searches.

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.

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.

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

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

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)

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