Aging Window (Customer Statement of Account)
- Stephanie Pepper (e-manage|ONE)
Owned by Stephanie Pepper (e-manage|ONE)
Jun 11, 2021
2 min read
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When necessary to send you customer a Statement of Account you can navigate to your View Menu (top toolbar) anfd select Aging Window.
In the initial view you will see a summary by Customer of Invoices that may not be necessarily due yet, between 0-30 days due, between 31-60 days due, etc.
You can then highlight an individual customer and select “Print Statements for Selected”.
This will generate a Statement of Account you can email directly from this window, export, save, etc. This document will break down by Project & Invoice while still reflecting days due and Grand Totals.