Statements/Invoices from Debtors

From the Debtors Screen (Finance > Debtors) Statements and Invoices can be printed and/or emailed to Clients.

Sending Statements and/or Invoices

1) Run Debtors

2) Select 'Statement and Invoicing Options'.

3) Once selected, the below window will open:

4) Select a Statement Type (format of statement you wish to send) from the drop-down list.

5) Select an Invoice Type (Fully paid, Partially paid, Non-paid or All invoices) and select 'Multi Invoice to compile invoices for the same Client (rather than an individual invoice for each invoice number).

6) Select 'Email & Print' (If you don't want to email, select 'Print).

7) Select the Chase up letter template you wish to send and Select 'Generate'.

8) An 'Email to Debtors' window will appear with a list of Clients with valid email addresses. Check the 'Email' column for the Clients you wish to send an email to.

9) For Clients with No email address registered (or deselected Clients), select 'Print Statement/Invoices' and 'Print Letters' to generate chase up letters.

10) For Clients with email addresses registered, select 'Email'.

11) The Clients will now have been emailed their statements/invoices/chase up letters.