Generating and Sending a Customer Statement

This video guides users on how to run and send customer statements in 10X ERP. It shows the steps to generate a statement, either by sending it directly to the customer or by viewing it within the app.

• Navigate to Accounting > Accounts Receivable > Customers
• Select a Customer or Customers and Click the 'Customer Statement' Button
• Choose to Send the Statement via Email, or you can Print or Download
• Open AR for a Customer can also be seen on the Customer > AR Table
• Note Any Past Due Invoices Marked in Red