How to Generate Customer Statements

The Customer Statements feature enables you to create professional account statements showing all transactions, balances, and payment history for your customers, providing them with comprehensive visibility into their account status. Customer statements serve as essential communication tools for maintaining positive customer relationships, facilitating timely payments, resolving disputes, and ensuring transparency in financial interactions between your business and customers.

Exacc allows you to generate statements in multiple formats including summary statements showing overall balances and activity, detailed statements listing every invoice and payment chronologically, open item statements displaying only unpaid invoices, and activity statements showing all transactions within a specified period. You can customise statements with your company branding, include aging summaries breaking down balances by days overdue, add payment remittance slips for customer convenience, and personalise messages encouraging prompt payment or thanking customers for their business.

Statement generation supports flexible filtering enabling you to create statements for all customers, specific individuals or groups, customers with outstanding balances only, or those with recent activity within defined date ranges. The system automatically calculates accurate balances including opening balances, invoices, credit notes, payments, and unapplied credits, ensuring statements reflect current account status at the statement date. You can preview statements before bulk generation to verify formatting and accuracy.

Want to learn the exact steps to generate and distribute professional customer statements? Follow our guide below for a detailed walkthrough of the customer statement generation process.