Skip to main content

Customer Statements

HirePOS Guides04. Sales/Hire01. Customer OverviewReports

Customer Statements

 Preview a statement for a single customer

  1. From the main menu strip at the top, go to Sales/Hire > Customer Overview.

  2. Look up the existing customer to show their details and sales history.

  3. Click the Reports tab.

  4. There are two layout versions of the Statement. Both layouts summarise by Current/30/60/90.

    1. Outstanding - Only displays Invoices that still have money owing.

    2. Running Balance - Shows a history of Invoices & Payments with a running balance.

  5. You can choose to filter out any Invoices that are currently On Hire. You can also show statements as at a particular date. The default options are the most common.

  6. The Invoice & Payment History option is normally used in the case where a customer disputes a statement and you need to provide a list of all transactions in a given date range.

  7. Click the Preview button to preview the statement, which can be printed, emailed or saved as PDF.

  8. If emailing the statement, ensure you have set up a Statement Email Template.