Statements are located under the Billing tab of the Customer Detail just below invoices.
Select CREATE STATEMENT
In the pop up window select if you want to create a Annual, Monthly or Quarterly Statement
(you can create an annual or quarter statement even if they are on a different Billing Profile)
Save
You can create a Annual, Quarterly statement as well as a monthly for all months in the quarter/year.
Once created you have the option to view, print, download, regenerate & send.
The Aging buckets at the bottom of the page will display the current bucket status regardless of the period of the statement
Historical Statements:
Historical statements are automatically populated in the customers statement section.
Statement on Customer Portal:
Historical statements as well as newly created statements are available on the Customer portal. Customers can View, Download & Print
Printing statements:
Statements are formatted the same as Invoices to print and easily fit within the window of a #10 Envelope
Send Statements from the Hauler Hero site:
Select the 3 dot more menu to send statements to your customer
