Send a customer or vendor statement of account
Quick answerIn MAJA Books go to Reports → Receivables → Customer Statement (or Payables → Vendor Statement), choose the period and the customer or vendor, then use PDF/Print, Download PDF, or Share → Send Email / Send to WhatsApp.
Steps
- Click Reports in the left menu.
- Click Receivables, then Customer Statement — or Payables, then Vendor Statement.
- Choose the period.
- Pick the customer or vendor in the list ("— Select —").
- Read the statement: balance brought forward, each document with its running balance, and BALANCE DUE.
- To send it, click Share, or open the arrow beside it and choose Send Email, Send to WhatsApp or Send via MAJA.
- To print or save it, click PDF/Print, or use its arrow for Download PDF.
Good to know
- Email History in the Share menu lists every time this party's statement was sent.
- Customer Ledger and Vendor Ledger give the same running balance in register form.
- You can also ask the assistant for a named customer's statement.
People also ask
- How do I send a statement of account to a customer in MAJA Books?
- How do I print a vendor statement in MAJA?
- How do I send an SOA on WhatsApp from MAJA?
Still stuck? In the app, tap the ? button at the top and choose Chat with MAJA support — the screen you are on goes with your message and the reply comes to the same place (within one working day). Or write to support@majabooks.com, or ask MAJA's assistant (the round button at the bottom right of MAJA Books).