Support for customer statements in Zoho Invoice

Sivaramakrishnan Iswaran  November 13, 2008 06: 56 am    

Do you spend more time following up customers for payments?  Do you have customers who have disputed an invoice or payment?  Have you frantically tried to consolidate the transactions for a particular customer?

If the answer to any of the above question is yes, you would have definitely felt the need for customer transaction summary (customer statements).  Not surprisingly this is one of the most requested features in Zoho Invoice and we are happy to heed to the request.  Yes, we have added support for “Customer Statements” in Zoho Invoice.

What is a customer statement?

Customer statement is a summary of all transactions for a particular customer during a specific period.  It lists the invoices that were sent and the payments that were received along with their associated details.  Shown below is a sample customer statement-

Sample Customer Statement

How to generate a customer statement?

Generating a customer statement in Zoho Invoice is very easy-

  1. Go to the “Customers” tab.
  2. Click on the “Statement of Account” icon in the “Actions” column of the customer for whom you want to generate the statement.
  3. Statement will be generated for the current month and you will be taken to the “Customer Statement” page where you have options to change the statement period, export (as PDF), print and e-mail the statement.

You also have the option to generate the statement from customer’s detail page and from the “Balances report” under “Customer Reports” in the “Reports” tab.

Give this feature a try and feel free to share your comments with us.

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Comments

  1. Leon Quinn
    November 13th, 2008 | 7:29 am

    Its a nice feature alright though maybe if it kept a record of payments reminders sent out it would be even better!?

  2. Sivaramakrishnan Iswaran
    November 13th, 2008 | 10:22 pm

    Hi Leon Quinn

    Thanks for the suggestion. Yes, we will get that implemented, it is just a question of time.

  3. bart
    November 26th, 2008 | 3:20 am

    cool feature indeed. because i’m Dutch i would like to alter the template. This doesn’t seem possible however.

  4. Sivaramakrishnan Iswaran
    November 26th, 2008 | 7:23 am

    @bart

    Thanks for the post. Currently it is not possible to change the template. We will soon expose the option to change the template, language …

    Thanks & Regards
    Siva

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