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How to issue a Client Statement

Some companies prefer to receive a regular statement to help determine how much money is owed to them, rather than paying invoices as and when they’re issued to them.

In the Crunch software, you can issue a client statement which details all of the invoices and payments made across a given week, month, or year, depending on your needs.

The client statement records all transactions including issued invoices, payments, credit notes and refunds that have been made within a certain time frame.

You can’t currently produce a client statement for clients who have ever had a foreign currency invoice or payment recorded.

How to create a client statement:

To create a client statement, simply navigate to the ‘Sales’ tab and then the ‘Clients’ section, where you’ll be presented with a list of your clients.

If you then hover over the ‘Options’ button, you’ll be given the option to generate a client statement for them. After selecting the desired date, Crunch will create your statement for you.

You can now save this as a .PDF or email it direct to the client

Last Updated: 12 Nov 2019 03:03PM GMT
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