On-Demand Account Statements

An account statement is a periodic summary of all transactions with a customer that occurred over a period of time. Account statements show the net remaining balance at the end of the given time period. In DecoNetwork, you can generate account statements for a specific time period or for all invoices created since the last statement date.

A customer is eligible for account statements when marked as an account holder (meaning they can purchase goods on deferred payment terms). Statements will be created for account holders with payment activity during the specified time period.

Click here for instructions on how to mark a customer as an account holder.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature
• Account statements must be enabled under Admin > Settings > Customer Settings > Account Statements

To generate account statements:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Account Statements.
   
3. Click on the Generate Statementsaction.
   

   The Generate Statements popup is displayed.

   
4. Choose your options for generating the statements.
   • Monthly: generates statements ending on the last day of the previous month.
   • On Demand (specify period): allows you to select the start and end dates for the statement periods.
   • Email statements to customers: will automatically email the account statements for the selected period to all customers.
     • Only customers with outstanding balance: will only send account statements to customers who have an outstanding balance.
5. Click okay.

   The generated statements will appear in the table in the management area.

   

   Click the image to enlarge.

   

   You can view an account statement, click on the Statement Sheet link and select View from the menu.

   

   The statement will be loaded in a popup.

   Click on View to view an account statement. The statement will be loaded in the management area.

   

   Click the image to enlarge.

   

   You can also download a PDF of the statement, print the statement, or email a PDF of the statement to the customer using the Statement Sheet menu.

   You can download a PDF of the statement or email a PDF of the statement to the customer using the Statement Actions in the menu at the left.