Set up email in BC, then run the Statement report from the Customers list for your date range and choose print, PDF, or email as the output. Ask the Zentriq Agent for overdue balances per customer first, so you only chase the accounts that matter.
Open the Customers list (Alt+Q, 'Customers') and review the balance and balance due amounts, or open 'Customer Ledger Entries' filtered on open entries. This tells you which customers need a statement.
Search 'Email Accounts' and add an account (Microsoft 365, current user, or SMTP) if none exists yet. BC needs a working email account to send statements directly.
On the Customer Card, open 'Document Layouts' from the Related menu, add a line with Usage 'Customer Statement', and fill in the Send-to Email. This controls where each customer's statement goes.
In the Customers list, select one or more customers and run the 'Statement' report action (or search 'Customer Statement'). Set the Start Date and End Date for the statement period.
Enable 'Include Aging Band' to show overdue buckets, and 'Show Overdue Entries' to highlight late payments. 'Include All Customers with a Balance' covers customers with an open balance even without activity in the period.
In Report Output, pick 'Email' to send each statement as a PDF to the address from Document Layouts, or 'Print' or 'PDF' for manual sending. Statements post nothing, so you can rerun them anytime.
Before sending anything, ask the Zentriq Agent 'which customers have overdue balances?' and it reads your open customer ledger entries and lists who owes what per customer, so you know exactly which statements to send.
Related Zentriq products: Zentriq Agent
Navigate to Purchase Orders, click New, select a vendor, add line items with quantities and prices, then release the ord...
How-toOpen Purchase Invoices, create a new one, enter the vendor and invoice details, add line items matching the supplier's b...
How-toThe Requisition Worksheet is a planning tool that consolidates purchase demand before creating POs. Set up worksheet nam...