How to create and send a customer statement
Customer statements are key in support, offering transaction clarity, and encouraging timely payments. They enhance professionalism, aid cash flow, and improve credit control. Additionally, customer statements function as part of a broader reporting capability integral to managing client finances effectively.
In this tutorial, learn how to create customer statements on the Bookipi Invoice mobile app:
How to create a customer statement for the last 1 year
Learn how to create a customer statement for the last 1 year on the Bookipi Invoice mobile app with these easy steps:
Step 1: Open the menu.
On the Invoice default screen, tap the ‘More’ button located in the bottom right corner.
Step 2: Select ‘Customers’.
Tap 'Customers’ located below your business icon to view your complete customer list.
Step 3: Choose a customer.
Select the name of the customer whose statement you want to view.
Step 4: View customer documents.
By default, all documents created for this customer for the 'Last 1 year' will be displayed.
Step 5: Tap the printer icon.
Tap the printer icon at the top right of the screen to print, download, or share your statement.
Step 6: Print, download or send the statement.
To print your statement, select a printer then tap ‘Print’.
You can also tap the arrow-up icon next to it to download the statement or send it to your customer.
How to generate a customer statement for a custom period
Learn how to create a customer statement for specific dates by customising the date period on the Bookipi Invoice mobile app. Follow the steps below:
Step 1: Open the menu.
On the Invoice default screen, tap the ‘More’ button located in the bottom right corner.
Step 2: Select ‘Customers’.
Tap 'Customers' located below your business icon to view your complete customer list.
Step 3: Choose a customer.
Select a customer name whose statement you want to view.
Step 4: View customer documents.
All documents created for this customer in the last year will be displayed.
Step 5: Customize the date period.
Tap the drop-down arrow labeled 'Last 1 year'.
Select ‘Custom’ to begin customizing the date range.
Step 6: Set the date range.
Select a start date to mark the beginning of the period, then choose an end date to define the full date range of your statement.
Step 7: Confirm date selection.
Tap ‘Apply’ to apply your selected date range.
Step 8: Tap the printer icon.
Tap the printer icon at the top right of the screen to print, download, or share your statement.
Step 9: Print, download or send the statement.
To print your statement, select a printer then tap ‘Print’.
You can also tap the arrow-up icon next to it to download the statement or send it to your customer.
Common FAQs about how to create and send a customer statement
Q: What is a customer statement?
A: A customer statement is a summary document that provides an overview of all invoices and payments associated with a particular client. It’s a helpful tool to give your clients a clear picture of what’s been billed, what’s been paid, and any outstanding balances.
Q: Can I create a customer statement using the web app?
A: At this time, the customer statement feature is only available on the mobile app. If you’d like to see this functionality added to the web version, we’d love to hear from you! You can share your suggestion or vote for it on our feature request board here: Submit a feature request
Q: What details are included in a customer statement?
A: The statement includes the following information:
Invoice numbers and issue dates
Amounts billed and paid
Payment dates
Any outstanding balances
The total amount due (if applicable)
Q: Can I save the statement as a PDF?
A: Absolutely! After generating the statement, simply tap the printer icon to save it as a PDF file to your device.
Q: Is it possible to download multiple statements at once?
A: Currently, statements can only be downloaded individually. Bulk downloads are not supported at this time.
Q: I can’t find the option to create a statement. What should I check?
A: If you’re not seeing the option, please ensure the following:
You've created at least one invoice for the selected client
You're using the latest version of the Bookipi mobile app
You've selected the client from the Customers tab
Q: Can I regenerate or resend a customer statement?
A: Yes! You can return to the client’s profile at any time to recreate or resend their statement as needed.
Q: Why am I receiving an error and unable to set a date range when customizing the time period?
A: This happens when the dates are not selected sequentially. Make sure to first select the start date of the period, followed by the end date, to set the range correctly.
Discover more tutorials for Bookipi Invoice on the mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.
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