Video Overview

This module explains how to generate account statements for a customer in OpsDriver. Statements are useful for summarizing open invoices, recent payments, and overall account status—particularly for customers with multiple transactions.

1. What Is a Statement?

A statement provides a summarized view of:

• All open invoices

• Any payments made

• Outstanding balances

• Historical balance carried forward (if applicable)

Statements are typically used for:

• Customers requesting a billing summary

• Monthly finance reconciliation

• Accounts with multiple active or overdue items

2. Accessing the Contact Record

Step-by-Step Instructions:

1. Go to Sales > Contacts.

2. Select the contact (e.g., Abe McLeade).

3. On the Contact Detail Page, scroll to the Invoices and Payments section.

3. Generating the Statement

1. Click the View Statement button.

2. A PDF document will be automatically generated.

3. The statement includes:

   • All invoices (with status and balance)

   • Any payments applied

   • A summary total at the bottom (and top) for total due

   • A balance forward if amounts were outstanding prior to 30 days

4. Viewing and Sending Past Statements

To review or resend a statement:

1. Go to Financial > Statements.

2. Find the statement you previously generated.

3. Click View Statement to reopen the PDF.

From here, you can:

• Download for print

• Attach to an email

• Resend to the customer via your own client communications

5. Benefits of Using Statements

• Provides clear communication for accounts with multiple bookings

• Helps finance teams manage AR follow-ups

• Reduces confusion by summarizing account status in one document

Best Practices

• Use statements for monthly follow-ups on larger clients

• Send statements when there is inactivity followed by activity (e.g., overdue followed by a new booking)

• Customize invoice terms to reflect Net 15, 30, or institutional payment windows as needed