Send a customer statement of account

Steps

1. Open MAJA Books and click Sales in the left menu, then Customers.
2. Click the customer's name. The Overview tab shows Total Invoiced, Amount Received, Outstanding and Overdue.
3. Click the Statement tab.
4. Choose the period: This Month, Previous Month, This Financial Year, Previous Financial Year, Custom Range or All Time. For Custom Range, set the two dates and click Apply.
5. Optionally change Age by: Due date / Age by: Document date.
6. To send it, click the arrow next to Share and choose Send Email, Send to WhatsApp or Send via MAJA.
7. To print or save it, click PDF/Print (or Download PDF from its arrow). For a spreadsheet, click Export CSV.

What MAJA does for you

• The Account Statement starts with Balance Brought Forward, lists each document with a running balance, and ends with Balance Due. The closing balance is also shown at the top.
• The statement is read from the same ledger as your reports, so it matches the receivables report.
• Email History in the Share menu lists every statement sent to this customer.

Good to know

• The Transactions tab lists the customer's invoices, payments and credit notes separately, with a Show filter, and a New button to start an invoice.
• If the customer has unused credit notes or advances, a banner on the customer page tells you the amount.
• Vendors have the same Statement tab under Purchase → Vendors.