How to create a customer statement

Welcome to Nexus Step-by-Step Training where we'll guide you through how create and/or send a customer statement.

1. Click on Customers from the main menu on the left-hand side.

2. Search for your customer and once found, click on Open.

3. Search for your customer and once found, click on Open.

4. Click on the Invoices tab.

5. Click on Customer Statement.

6. Depending on the statement you want to generate, you can select the Word icon next to All Invoices or Unpaid Invoices.

7. When clicking the Word icon next to either All Invoices or Unpaid Invoices, it will automatically generate and download the word document for you, but this will not be saved in Customer Files.

8. If you'd like to send the statement to the customer, click on the envelope icon next to Email.

9. This step will automatically generate a PDF version of the Unpaid Invoices and save the PDF in Customers Files.

10. Click on Send.

# We hope you found this step-by-step useful! If you want to learn more about Nexus, check out our other training guides and videos. Happy learning!

Updated: 9 January 2020

Support telephone: 02 9521 4052

Nexus Service Manager is developed by Nexus Digital Technology PTY LTD.