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Account Statements in essensys Operate
Account Statements in essensys Operate

Generate Client Account Statements in the Accounts Receivable Module within essensys Operate

Stuart avatar
Written by Stuart
Updated over a week ago


A Statement allows you to see an overview of a customer’s financial situation. You can use the document for your own records or you can send it to the customer; for example when their account is due and you need to remind them to send in their payment.

To create a statement, go to Invoicing > Accounts Receivable and select your customer from the list by clicking their name.

On the customer’s Accounts Receivable details page, firstly select the transactions you wish to show in the statement 

and then click the Statement button on the right to merge these into your statement template.

Operate will now create a document that displays the customer’s financial situation and mentions whether the account is due. You can email this document directly to your customer or print it.

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