Managing customer records accurately is important for invoicing, communication, and reporting. This guide shows you how to print/email a customer statement in Workshop Software so your customer information stays up to date.
Workshop Software gives you the option to print a statement for an individual customer as well running a report to generate statements for all account customers. 1. To generate a statement for one customer search for and bring up the customer’s details. Enter the customer name into the search bar at the top of the page and then click onto their name to open the Customer Details screen;
2. Click on the ‘arrow’ icon at the top right of the screen to open the statement menu, select to either ‘print’ or ’email’ the statement to the customer;
3. Either you select to print or email the customer statement, a new window will pop-up and then select a Begin and End dates.
4. If you choose to print the Customer Statement, a report will be generated in a new tab. If you choose to email the customer statement, click ‘next’ and then enter email address, Subject, and the message.
Good to Know
- You can search for a customer by name, phone number, or email address using the search bar.
- Keeping customer records up to date ensures accurate invoicing and reliable communication via SMS or email.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
What is the difference between a cash customer and an account customer?
A cash customer pays at the time of service, so there is no outstanding balance. An account customer can be invoiced and given payment terms, allowing them to pay later. You can track account customer balances through the customer balances report.