Customer Statement

Customer Statement

What is Customer Statement?

A customer statement is an official statement send by a seller/provider to a buyer/customer that show the product or service charges, payment received and outstanding balance.


What should we put in Customer Statement? 

The customer statement should stated clearly all the product or service charges together which the invoice date. Amount received from the customer should be stated clearly together with the payment receiving date. Outstanding balance should be automatic calculated and display correctly.

Customer statement date and also date range is very important. All the reference number like invoice number, credit note reference number and payment receiving reference number should be display correctly.

Others than that, company information like business name, business registration number, business address, company website, company logo and contact number should be printed correctly. Customer name and contact information should be printed correctly.

How Customer Statement looks like? 

Below are sample customer statement created using Xin Inventory 2.0 
customer statement
Sample Customer Statement 1

customer statement
Sample Customer Statement 2

How to create a Customer Statement?

Customer statement can be easily created using Xin Inventory 2.0. User need to select the date range to create the statement and Xin Inventory 2.0 will auto calculate the outstanding and also pull out all the invoice and also payment that already received.