Tracking orders and payments is essential for managing customer accounts and business transactions. CleanCloud makes it easy to create detailed statements for individual customers or business accounts.
How to Create a Statement
Follow these steps to create a statement:
Navigate to Settings → Invoice in your CleanCloud account.
Click the New Statement button in the top-right corner.
Select the Statement Type: Choose whether the statement is for a Customer or a Business Account.
Set the Date Range:
Select the desired date range for the statement.
Optionally, choose to send the statement via email automatically.
Review the Draft Statement:
You'll be directed to the draft statement screen, which includes:
Opening Balance: The starting balance for the statement period.
Payment History: A comprehensive list of all payments made within the date range (including regular order and invoice payments).
Outstanding Orders: Any unpaid orders during the period.
Verify the details before proceeding.
Create and Finalize: Once satisfied, click to create the statement.
Post-Creation Options:
View the statement.
Download it as a PDF.
Send it directly to the customer or business account via email.
Key Details
Credit Usage: Statements include information on credit usage for order payments.
Purpose: This feature provides a detailed overview of orders and payments without generating a payable invoice, making it ideal for review purposes.
Statements and Business Accounts: Statements for business accounts summarize all associated orders but do not include invoice details. Invoices must be generated and consolidated directly under the business account to be reflected properly.
Frequently Asked Questions
Q: What’s the difference between an invoice and a statement in CleanCloud?
A: Invoices are formal requests for payment and include a breakdown of charges. Statements provide an overview of transactions and outstanding balances, but are not payable documents.Statements, unlike invoices, do not display invoice details. Instead, they list corresponding order IDs, providing a summary of account activity without duplicating invoice content.
Q: When should I use a statement instead of an invoice?
A: Use invoices for billing and requesting payment. Use statements to summarize account activity, payments, and outstanding balances for internal or customer reference.
Q: Why do invoices from customer locations not appear in a business account statement?
A: Invoices from customer accounts created before establishing the business account will not be included in the statement. Additionally, orders and invoices must be generated directly under the business account to appear in its statement.
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