Send Customer Account Statements

Customer Account statements provide customers with a record of their account activity and outstanding balance. Statements can be sent manually from Oolio One Back Office or Oolio One POS, or automatically on a weekly, monthly or quarterly schedule.

Statement settings are configured in Back Office and can also be used to send statements automatically when charges or payments are recorded against an account.

Step 1: Configure statement and billing preferences

Configure the information included on Customer Account statements and choose whether statements are sent manually or automatically.

1. Open Back Office > CRM > Accounts > Settings.
2. Find Statement Preferences.
3. Add the business payment details that should appear on customer statements.
4. Configure whether statements should be sent when account activity occurs:
   • Send statement when a charge is made: Sends a statement when a new charge is added to the Customer Account.
   • Send statement when a payment is made: Sends a statement when a payment is recorded against the Customer Account.
5. Under Billing Preferences, select how statements should be sent:
   • Manual: Statements are sent manually when required from Back Office or POS.
   • Automatic: Statements are sent automatically according to a configured schedule.
6. If Automatic is selected, configure:
   • Payment Frequency: Select Weekly, Monthly or Quarterly.
   • Start Date: Select the date from which the automatic statement schedule begins.

The payment details entered under Statement Preferences provide customers with the information required to pay their outstanding account balance.

Send a statement from Back Office

Statements can be manually sent to individual customers from their Customer Account.

1. Open Back Office > CRM > Accounts > Overview.
2. Find the required Customer Account.
3. Select the Options menu (⋯) on the customer.
4. Select Edit Account Details.
5. Open the Transactions tab.
6. Select Send Statement.
7. Confirm the customer's email address or edit it if required.
8. Select the Statement Period to determine which account activity is included.
9. Confirm and send the statement.

Send a statement from POS

Statements can also be sent directly from Oolio One POS.

1. Open Customers in POS.
2. Find and select the required customer.
3. Review the customer's account balance and transaction history if required.
4. Select Other.
5. Select Send Statement.
6. Choose the date range to include in the statement.
7. Select Send.

The statement is sent to the customer for the selected period.