How do I send a customer statement?

Quick answerIn 3 steps

  1. Open Sales → Customers and the customer: the Statement shows every bill, payment and the balance.

  2. Press “Statement on WhatsApp”, then “Send on WhatsApp”: the open bills and the total go from the shop's WhatsApp — no agreement to offers needed.

  3. Or press “Message on WhatsApp”, choose “Money outstanding” and press “Open WhatsApp” to send it from your own phone — the way an accountant does it.

WhereSales → Customers in the back office

Also asked as

  • “remind a customer to pay”
  • “send dues on WhatsApp”