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Customer Statements

The Customer Statements screen is used to create an account statement for a specific customer within a selected time period. It helps track all financial transactions related to the customer in a clear and organized way.

Customer Statements

Access​

From the Finance menu, select Customer Statements.

Steps​

  1. Select the customer from the dropdown list.
  2. Choose the required date range.
  3. Click Search.

Customer Statements Search

The statement will display the customer’s details for the selected period.
For example, a customer may have 6 shipments:

  • 1 delivered shipment
  • 1 returned shipment
  • 4 shipments currently out for delivery

It also shows financial details such as:

  • Total Payments – Amounts already paid to the customer.
  • Expected Collections – COD amounts collected but not yet paid to the customer.
  • Shipping – The related shipping costs.

Customer Statements Shipments

To view the shipment details, click the green button in the Actions column. A list will appear showing the shipments for the selected period, their status, and whether the COD was collected from the runner and paid to the customer.