Email a Customer Statement
Salespoint allows you to email a customer their statement report, showing the products they’ve purchased along with any account payments they've made.
Where to Find Customer Statements
1. On the dashboard, go to the Reports tab, then select the Customer Account subcategory.
2. For Report Type, choose Statements.
3. Under Details, select Sale Items if you want an itemized breakdown of purchases and account payments. Choose Sale Only if you want to show only the sale ID without item details.
Actions Available for Each Statement
Once you have generated a statement, a set of action buttons will appear for each customer:
1. Pay Account: Use this to record a customer payment — either to settle an outstanding balance or add credit to their account.
2. Email: Send the statement directly to the customer. If their email address is saved, it will auto-fill. You can also send a copy to your business email address set in Business Settings.
3. PDF: Export the statement as a PDF.
4. Print: Print the statement directly.
5. View: Preview the statement layout before sending or printing.