This article explains how to generate statements for a single customer from the Aging/Statements screen.

User Roles: Accounts Receivables and Admin.

If you want to learn more about Aging and Statements, read Aging and Statements.

Create and Send Statements

You can create and send PDF statements to your customers from the Aging / Statements screen in Komet Sales. This screen displays every customer, their open balances, and open credits.

To create, download, and send statements, do the following instructions:

Go to A/R and select Aging / Statements.
Search the customer for the statements.
Go to the Actions column and click Create / Send Statement.
Select the statement type.
Select the end date.
Optional: Add an email or fax where the system will send the statements.
Click Create.

The system will create a PDF file of the statement for the selected customer that you can download, and it will also send it via email to the specified address in the Send Statements To field within the customer account or to the fax number.

Can’t see statements?

Keep in mind that the Aging/Statements screen won't display any results until you click on the Search button.

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Create statements for your customers from the A/R - Aging / Statements screen.

Knowledge Base

Generate Statements for a Customer

Table of Contents

Create and Send Statements

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