Customer statement (SOA)

A Statement of Account (SOA) gives a customer a clear picture of their account over a period: opening balance → transactions → payments → balance due.

Viewing a statement

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Add a screenshot here: the Statement tab with a date range chosen, showing the opening balance, transactions, payments and closing balance due, plus the Export and Email buttons.

1. Open the customer and go to the Statement tab.
2. Choose a date range.

The statement shows the opening balance, all transactions and payments in the range, and the closing balance due. Totals reconcile with the customer’s outstanding and ledger figures. A 12-month statement generates in under 10 seconds.

Exporting a statement

From the Statement tab you can export as:

• PDF: for sharing or printing.
• Excel (XLS): for further analysis.

Emailing a statement

Choose Email statement to send the SOA straight to the customer’s primary contact. This is the quickest way to chase or confirm an account balance.

Tip: To send statements to many customers at once, use the batch Send statements action described in Bulk operations.