If you have access to E-mail Statements OR Customer Reports AND access to Lookup Editor in Back-office, you will be able to send/ export/ view customer statements and change or add a message to the statements in Lookup Editor.
A customer statement is sent from you to your customer. It shows all the financial transactions between you and the particular customer for a certain period of time. You will generally send statements to your customers to let them know how much they have to pay you for sales that took place on credit/ account.
STEPS:
1. Add the banking details to the list of Statement Messages in Lookup Editor.
NOTE: If you would like to know how to add your banking details to the Statement Messages, click on the following link: How can I add or change customer statement message/s that is e-mailed with/ on their statements?
2. In Advantage Back-office, click the left sidebar menu.
3. Open the Customers menu.
4. Click on E-mail Statements.
5. Select all required options, including the Banking details from the Select Statement message drop-down list:
6. The message chosen will display in the Message text box:
7. Click on the Fetch button.
8. You can now send the customer statements. The banking details will display at the bottom of the statements:
NOTE: If you would like to know how to send customer statements from Back-Office, click on the following link: How can I send customer statements directly from Back-office?