Share a Collections statement

The Collections statement shows a customer their open invoices, how late each one is, the ageing, their recent payments and how to pay you. Print it for a meeting, or send the customer their own link to open on a phone.

Before you start

• Your organisation needs a public address for the customer link. Set it in Settings → Online.
• Fill in How to pay (shown on statements and reminders) in Collections settings.

Steps

Print the statement

1. Open the customer's case and select Statement at the top.
2. Check the page: Total owed, Overdue and Disputed, the open invoices with Due, Days late and Open, the Ageing, Payments (last 3 months) and How to pay.
3. Select Print. To keep a PDF, choose "Save as PDF" in the print window.

Send the customer their link

1. On the case, under Statement, select Make the customer's statement link.
2. Copy the link from the box and send it to the customer. The same link is shown at the bottom of the printed statement as The customer's own link:.

What the customer sees

The link opens Your statement in their language: what is open and how late, a disputed invoice marked on hold while we look into your query, and your payment details. With a Paymob connection there is a Pay now button for what is open (see send a payment link). Stop these e-mails turns off reminder e-mails, and Send me these e-mails again turns them back on.

Good to know

• The link is private. It is a long random code; search engines do not list it and too many attempts from one address are refused.
• Reminders carry it. Every Collections reminder includes the customer's statement link.
• When a customer stops the e-mails, the case's timeline says so and no more reminder e-mails go to them. WhatsApp reminders follow the case's own ticks (see work a customer's case).
• Account lines on the case shows every charge and payment on the customer's account, not only open invoices.
• The credit book has its own statement page and link: see share a statement from the credit book.