How do I get a customer statement in Sage? ||Sage 50 Support||

Call our Sage support team at [phone] for expert guidance, available 24/7.

How Do I Get a Customer Statement in Sage? Generating customer statements in Sage is a vital part of keeping your business finances transparent and your customers informed about their outstanding balances. Whether you're using Sage 50, Sage Accounting, or Sage 100, the process is user-friendly and allows you to email or print professional statements in just a few clicks.

Need assistance generating or customizing your customer statements? Call our Sage support team at [phone] for expert guidance, available 24/7.

What Is a Customer Statement? A customer statement is a document summarizing the transactions between your business and a customer over a defined period. It includes:

Opening balance

Invoices issued

Payments received

Credits or adjustments

Closing balance

Customer statements are crucial for maintaining clear communication and encouraging timely payments. If you’re unsure how to create or send these documents in Sage, you can always reach us at [phone] for help.

How to Generate a Customer Statement in Sage 50 Open Sage 50 and go to Customers > Statements.

Select the customer or group of customers for whom you want to generate a statement.

Choose the date range or statement type (activity, balance forward, etc.).

Select the layout and preview the statement.

Click Print or Email to deliver the statement to your customer.

Still having trouble? Our Sage experts are ready to walk you through the process—just call [phone].

How to Get a Customer Statement in Sage Business Cloud Accounting Go to Sales > Customers.

Select the customer and click More > Customer Statement.

Choose the statement type (Activity or Outstanding).

Set the date range and click Preview.

Click Email or Download to send or save the statement.

If you're unsure which statement type to choose or need layout customization, call [phone] for expert help.