How do I find/send a customer’s statement?

Customers, Leads & CRM Opdateret 17/11/2025 1 min. læsning

Viewing statements

To view a customer's statement, go to the customer's page, click Orders, credit notes & payments, and click the smaller Actions dropdown button under the Unallocated account payments/credits section, where you'll find the View account statement button.

You can then choose to export the statement by selecting Export and then either Outstanding only or a Full statement. You can manually email it to the customer from here by selecting Email to customer.

Automatically emailing statements

To have customer statements sent automatically to customers, head to Settings -> Email settings -> General email settings. You will then be able to set up automatic emails to all customers for outstanding invoices. You can also choose in your settings here whether you would like to send a PDF or Excel format statement (or both).

Er du stadig i tvivl?

Fortæl os, hvad du er gået i stå med.

Disse vejledninger er skrevet til de bryggerier, der bruger Breww, så nogle af afsnittene beskriver skærmbilleder, som I ikke har. Send os oplysningerne, så hjælper vi jer videre.

Kontakt teamet Fortæl os, hvad du har brug for, så tager vi det derfra Breww Community Spørg andre bryggerier, og kom med forslag til funktioner

Brug venligst ovenstående kontaktmuligheder i stedet for at svare på en salgsmail, da vores support ikke modtager henvendelser på den måde.