Rewaa enables you to track all financial transactions with customers using the Account Statement. You can access customer Account Statements after installing the Accounting app. This article will walk you through everything you need to know about customer Account Statements.
What is a Customer Account Statement?
A Customer Account Statement is a summary of the financial transactions recorded in Rewaa between you and a specific customer. You can define a specific period to view detailed activities.
What does a Customer Account Statement include?
It provides a summary of total amounts such as:
Opening Balance
Total Invoice Amounts
Total Paid Amount
Outstanding Balance
It also includes detailed transaction information such as transaction type, date, and more.
Accessing a Customer Account Statement
Go to Sales & Customers > Customers.
Search by customer name or phone number.
Click on the customer icon.
Click Account Statement.
Select the required period.
Transactions will appear based on the selected period.
Exporting a Customer Account Statement to Excel
Click Export.
The file will be downloaded to your device in Excel format.
Printing or Saving a Customer Account Statement as PDF
Click Print.
In the print window:
To print: select the printer name and click Print.
To save: select Save as PDF, then click Save.
FAQs
1. What’s the difference between the Account Statement in customer details and the one in financial reports?
Customer details Account Statement: A summary of transactions with a customer, useful for sharing directly with the customer.
Financial reports Account Statement: Used for auditing purposes, linking each transaction to a journal entry and reference number, with clickable details for review.
2. How can I generate a 3-month Customer Account Statement?
From the Customer Account Statement, select the required period, then click Export to download the file in Excel format.
3. Can I identify the invoice linked to a specific payment in a Customer Account Statement?
Yes. Go to:
Reports > Finance > Account Transactions.
Select the day or period.
Choose the account type: Customer Receivables.
Select the customer’s name.
All related transactions will appear. Click on the reference number next to the transaction to view the invoice details.