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.
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