💡 Statements automate the process of generating and sending an outstanding balance or client's activity manually, saving you time and reducing the risk of errors.
This feature is designed to help you generate accurate and up-to-date statements for your clients with just a few clicks.
How to Use Splose's Account Statements Feature
Go to a client record, then click on Statements.
Choose your statement options settings.
From here, you can select:
To run the statement by Activity or Outstanding balance
The date range for the statement
All or individual locations
If you want to include the client's address
Then click Update.
Once you've selected your clients and statement settings, you can generate and send the statements with just a few clicks.
Email statement
Send a statement by clicking Email statement, then select a client or contact and click Send.
You can customise your statement template in Settings, then Email templates.