E-Statements

Use this sub module to create electronic statements and executing them.

To access this window, Click on Customer Relationship Management -> Operations -> Customers - >E-Statements

The following window will open:

E-Statements Main Page

  

Creating E-Statements 

Click Add New button on the lower pane to create a new e-statement.

The following window will pop up:

Creating E-Statements


 On the above screen, look up.

The select Customer name to auto fill the Customer details as shown below.

Customer Details Auto filled

choose the frequency from the drop down below.

E-Statements Frequency

 

Click Add button to create a E-Statement

On successful completion you will get a pop-up message confirming that the operation was successful.

Successful Creation of a E-Statement