Accounts Receivable

Generating Customer Statements

NexWave's Process Statement Of Accounts doctype produces statements in two flavours: a General Ledger (Activity) statement showing opening balance, period activity and closing balance, or an Accounts Receivable (Outstanding) statement showing only what is unpaid as at a single date. The form supports per-customer downloads, a bulk Download All ZIP, scheduled auto-email, and a Jinja-templated footer.

For the full step-by-step walkthrough, see the Send Customer Statements user guide.

Common tasks

Step-by-step task guides from the User Guide:

• Send Customer Statements

• Accounts Receivable Aging

• Sales Order to Despatch, Invoice & Payment Process

• Customer Returns

• Enter a Credit Note Against a Return

• Create Customer Refund