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AR · Customer Statements
Module: Accounting Pro
Where to open in admin
- Log in to Admin.
- Open sidebar menu Accounting Pro.
- Click AR · Customer Statements.
- Direct route (for admins):
admin/accounting_pro/accounting_pro_customer_statements
What this screen is for
Track customer balances, collections, and statements.
How to use — step by step
- Open customer or aging view.
- Filter by overdue bucket or customer group.
- Open invoices linked to balances; record payments via receipt voucher or Perfex CRM invoice payment.
- Generate customer statement PDF for a date range and send to client.
Common buttons & actions
- Statement PDF
- Apply payment
- Export aging
Required permissions
Staff need the accounting_pro_receivables feature with: view, receive_payment, send_statement.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on AR · Customer Statements, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.