Create Statements

Sometimes you want to send statements to customers to remind them of overdue balances or to list statement charges a customer owes.

How to Create a Statement:

  • From the Company Preferences page select Customers & Sales from the left menu. From the drop down menu select Billing Statements.
  • Answer the question regarding Billing Statements.

  • From any page in ZarMoney hover over Customers. From the drop down menu select Create Statements.

  • On this page you can choose the Statement Type, Statement Date, and delivery method for the Statement. Click Create Statements at the bottom of the page to process.

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