Customer Statements

Brightpearl lets you send customer statements by email straight from the system, or you can print them out to send in the post.

Design & Layout

You can edit your statement template in the same way that you edit your other system templates; like quotes, invoices and packing notes.

Email / Printing a Single Statement

If you just want to send one statement, then you can do it from the customer contact record:

1. Search for, and open the customer record.
2. In the financials information box on right-hand side, click to View/send statement.
3. The statement is displayed on-screen. Change the From and To dates as required and click Update Statement. All open balances before the start date will be shown as a single "balance carried forward" line at the top of the statement. The form doesn't show on print-outs.
4. To show detailed payments tick the checkbox (see below for example).
5. You can select a different template using the Change template link.
6. Use the Print and Email links at the top.

You can also send individual statements from the Customer Debt report (Reports > Customer Debt). Locate the customer and click the Statement Actions icon at the end of the row.

Printing/Emailing a Batch of Statements

Many businesses do their credit chasing in batches, so we've built the system to work in the same way. You can select a number of customers from the Customer Debt screen and choose to batch print statements from there; use the "Print letters/statement" button, or to batch email statements using the "Send email/statement" button.

1. Go to Reports > Customer debt.
2. Tick the check box next to each customer to send a statement to. You can use the filters to identify specific customers and then tick the checkbox in the heading to tick them all at once.
3. Click the Print letters/statement button or the Send email/statement button.
4. Select the template to use.
5. Click the Print in a new window button, or if you are emailing, enter the email subject and click Send email.
6. (Printing only) Change the From and To dates as required and click the Update statement button.
7. (Printing only) To show detailed payments tick the checkbox (see below for example).
8. (Printing) Send the statements to your printer.

Note: When batch emailing statements you can't change the date range.

Showing Detailed Payments

If you choose the "show detailed payments" option, your customer can see exactly what payments were allocated against what invoices. Here's an example statement: