How to Create a Statement of Account

A statement of account is a crucial financial document that summarises all transactions between a business and its customer over a specific period. It communicates the status of the customer's account, including outstanding balances, recent payments, credits, and charges. This article will guide you through the process of creating a statement of account using BigChange.

• To begin, access the CRM.
• Select the contact for whom you wish to generate a statement of account.

Creating a Statement of Account

1. Navigate to the 'Financial' tab within the contact's record.
2. Select the 'Documents' sub-tab.
3. Here, you will find a list of all financial documents associated with the contact.

Generating the Statement of Account

• Select the 'Statement of Account' icon.
• Select this icon to proceed with generating the statement.
• After selecting the 'Statement of Account' icon, you will be presented with two options:

Download - This option allows you to download the statement as a PDF file.

Email - This option opens the email editor with the statement of account attached, ready to be sent to the customer.