Create an Account Statement

Add an Account Satement

1. Hover over the "Sales" option in the side navigation bar. Click on "Sales Order" from the dropdown menu. Alternatively, click on "Sales," and then select "Sales Order" tab. You will be directed to sales Order List.
   
   
   
2. In the Sales Order list, click on the dropdown menu attached to the Sales Order button and select Account Statement.
   
   
   
   
3. A new form will appear on the screen. Enter the required details such as Customer Name and other relevant information such as reference (REF #) and The Due Date.
   
   
   
   
4. Choose the Item/Service, select the Cost Center, and fill in other fields and finally click on save.
   

You also have the option of creating an Account Statement By Simply Importing Item List. Follow these steps:

1. Click on the Export Item List option (as highlighted in the image below).
   
   
   
   
2. In the exported file, fill in the  details like qty. Rate and Cost center etc..
    
   
   
3. After making the changes, browse and select the same file you prepared, then click on Save button or Save it as Draft as per your requirement.
   
   
   
4. If there are any issues, the system will clearly display the errors. If there are no issues, the Account Statement will be Created successfully.