emailing statements to customers in excel format

Hi Envirolab 

 

Thanks for your post. When you email customer statements it will be automatically send in a PDF format. Alternatively you could run the Receivables Reconciliation [Detail] report and export it to Excel and send this to the customer. This report will show you what'll appear on your customers' statements.

 

Go to the Reports menu > Index to Reports > Sales > Receivables Reconciliation [Detail].

Change the As of date to the statement date and set the Ageing Method to Days Overdue Using Invoice Terms.