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.
