Sending Customer Statements

Sending Customer Statements


Sending Customer Statements


Overview

This module explains how to send customer account statements in OpsDriver using a predefined email template. These statements include recent activity and an attached PDF and help maintain clear communication with customers regarding balances due and account history.

1. Setting Up the Email Template


Before sending statements, you must configure your default message template.


Step-by-Step Instructions:

  1. Go to Company Setup > Email Setup > Email Settings

  2. Scroll to find Send Statement Template

  3. Create a clear, professional email body that explains:

    • What the statement includes

    • Why the customer is receiving it

    • Who to contact with questions


This template will be used automatically every time a statement is sent.

2. Navigating to the Contact Record

  1. Go to Sales > Contacts

  2. Open the desired customer contact (e.g., “Rich”)

  3. Scroll down to the Invoices and Payments section

3. Sending the Statement


Instructions:

  1. Click the Send Statement button in the Invoices section

  2. A prompt will appear asking which type of statement you’d like to send:

    • Typically you’ll select: Recent Activity

  3. The system will display a preview of your email template

  4. Click Send


A confirmation will appear:


“Would you like to send this email?”


  1. Confirm, and the system will:

    • Send the email to the customer

    • Include the populated template

    • Attach a PDF statement showing invoice and payment activity

4. What the Customer Receives

  • An email with your predefined messaging

  • A PDF attachment of the current account statement

  • A snapshot of recent invoice, payment, and credit activity


This helps ensure customers have a clear view of what’s owed or paid and encourages timely follow-up on outstanding balances.

Best Practices

  • Keep your email templates updated with your latest contact info

  • Use clear language to reduce confusion and improve collections

  • Send statements regularly to active accounts or aging receivables



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