Customer Statements

Help & advice
1

Hi all

Is there functionality to send customers a statement of account showing paid and due/overdue invoices yet? We’ve now switched to invoice reminders etc within Breww rather than Xero but can’t find this function.

Cheers

2

Hi Jack,

Thanks for the question, and welcome to the Breww community!
To view a customer’s statement, go to the customer’s page, click ‘Sales orders & credit notes’, and click the smaller ‘Actions’ dropdown button under the ‘Unallocated account payments/credits’ section, where you’ll find the ‘View account statement’ button.

From there if you go to the print preview of the page (File > Print, or CMD/CTRL + P), and change the destination to ‘Save as PDF’, you can save it in a more sendable format to send to the customer. We’re looking to add a button, in the future, where you can bypass the saving and just send the document straight to the customer.
I hope this helps.

Cheers,
Matt

3

A post was merged into an existing topic: Improvements to customer account statements

4

Hi Jack,

Thanks for your feedback, I’ll note that on the development task.

Cheers,
Matt