You can either save your statement as a PDF to print out and send by email outside of FreeAgent or send this directly to your customer from FreeAgent. These will mirror the last invoice or credit note included on the statement, with a new payment reference. In the Batch actions dropdown, select Create statements. Your payment details will be shown at the bottom of the statement. Select the checkboxes for the customers you want to make statements for. Once you've entered the relevant details, select 'Show Statement'. All reports are accessed from Reports on. If you've issued invoices to your contact in a foreign currency, FreeAgent will divide up the transactions into the different currencies and show the transactions in each currency separately. Outstanding Invoices shows all outstanding invoices Print all debtor statements prints all debtor statements. You can choose to include 'All' items related to a contact or 'Open or Overdue' items only. FreeAgent will include an opening balance if there were any invoices or bills outstanding for that contact dating from before the first date you choose.Ĭhoose which items to include on the statement. When customers have outstanding balances or invoices that will soon be overdue, you can send them a customer statement. For example, this might be for a calendar month. ![]() Next, enter the relevant date range for the statement. Enter a date range and configure your statement Select the relevant contact and select 'Statement of Account'.Ģ. value due now and date last payment received (i.e. If you invoice monthly, send a copy of the statement at the same time showing all outstanding invoices. A statement of account, also known as an account statement or customer statement, is a document that outlines the transactions between a buyer and a seller. The Statement of Account portion of a USAC invoice shows the previous balance due and summarizes all transactions that have occurred on a companys. An Activity Statement will show any Billing, Billing Credit. Navigate to the 'Contact's tab at the top of the screen. 2 points that might help: Some companies pay on statement - not on invoice. An Outstanding Statement will show any outstanding invoices to a customer and their current balance. Therefore, you might send a statement of account to let a customer know about any open or outstanding invoices they have and the total account balance they owe you. This Panel will only display if you have overdue fees at the. This article explains how to create and send a statement of account for one of your contacts in FreeAgent.Ī statement of account can include all the transactions for a contact between the dates you set, including invoices, credit notes, bills, bill credit notes, and payments and refunds relating to these. The Total amount owing including GST is the sum of these other two items.
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