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Accounting Pro — AR · Customer Statements (how to use)

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AR · Customer Statements

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click AR · Customer Statements.
  4. 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

  1. Open customer or aging view.
  2. Filter by overdue bucket or customer group.
  3. Open invoices linked to balances; record payments via receipt voucher or BIXCRM invoice payment.
  4. 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.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

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