Tracking orders and payments is crucial for managing customer accounts and business transactions.
Here's a detailed guide on how to create statements:
Navigate to Settings > Invoice in your CleanCloud account.
Locate the 'New Statement' button at the top right corner of the page.
Upon clicking, you'll be prompted to specify whether the statement is for a customer or a business account.
Select the desired date range for the statement. You can also opt to automatically send it via email.
Before creating the statement, you'll be directed to the draft statement screen. Here, you'll find the opening balance, a comprehensive list of all payments made by the customer or business account within the specified date range (including regular order payments or invoice payments), and any outstanding orders.
Once you're satisfied with the draft, proceed to create the statement.
After creation, you have the option to view the statement, download it in PDF format, or send it directly to the customer or business account via email.
Note: Statement details include credit usage for order payments.
This feature is perfect for a detailed order and payment overview without creating a payable invoice.
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