If you have access to E-mail Statements OR Customer Reports AND access to Lookup Editor in Elite, 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.
If you would like to know how to add your banking details to the Statement Messages, click on the following link: {LINK TO BE INSERTED}2. Click the left Hamburger menu icon.
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:
If you woul d like to know how to send customer statements from Back-Office, click on the following link: {LINK TO BE INSERTED}