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Process Statement Of Accounts

\u003e Introduced in Version 13

Process Statement Of Accounts is a tool which helps you send Statement Of Accounts (General Ledger Report) and Ageing (Accounts Receivable Summary) Report as a PDF to your customers in bulk via email either manually or automated periodically.

This feature is useful when you want to send email updates to customers periodically about their transactions (like Sales Invoices). In the PDF attachment sent via emails sent to the customers, for each customer, there will be details like invoice posting date, Sales Invoice number, debit and credit details, etc relevant to their account.

The purpose of this feature is remind multiple customers that they have pending unpaid invoices.

To access Process Statement Of Accounts list you can either search in the navbar or go to:

\u003e Home \u003e Accounting \u003e Tools \u003e Process Statement Of Accounts

1. Prerequisites​

  1. The tool uses the email IDs of customers to send them the reports. On not finding the below email entries in the Customer contacts the tool won't allow you to select the respective Customer, so please ensure the following details are filled in the Customer documents.
  • Billing Email of Customer: This is mandatory and can be set within the Customer Contact with \