CRM Software - Customer Statements showing outstanding invoices

Customer Statements

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You can create customer statements in Amphis Customer. On the Customer Account tab, if you click the Statement button, it creates a customer statement including all the invoices for this customer, the total amount received for each invoice, the balance outstanding for each invoice and the total balance due.

Customer Statement

Statements also include customer name and address and you can customize the wording to suit your business and add logos etc.

Customer statements are added to the customer history and they can be emailed as a PDF document (requires Word 2007) or emailed as a Word document or simply printed.

If you only want to generate statements for customers with outstanding invoices, you can run the report Report->Customers With Outstanding Invoices, and you will see the list of customers that have outstanding invoices and then you can view each customer and create a statement for each.

Or if you only want to generate statements for customers with overdue invoices, you can run the report Report->Overdue Accounts, and you will see the list of customers that have overdue invoices and then you can view each customer and create a statement for each.