Using YayPay, you can download, view, or send a Customer Statement as a PDF file to your costumers. It lists transactions such as Open Invoices, Open Credits/Adjustments that belong to your customer account.

As an AR Specialist (or an internal user), you can generate the PDF from the Statement page, by selecting the option Download Statement as PDF:

Your customers can download this PDF from their Customer Portal page by clicking on the Download Statement button:

The following screenshots show the parallels between the Statement page and how the Customer Statement PDF looks like:

• Statement page:

  

• Customer Statement PDF:

  
  

The Customer Statement PDF shows:

• A list of open invoices in their respective invoice currency (and open credits if any).

• The Total Due on the Customer PDF is displayed in the same currency as the YayPay instance (currency conversions will use the exchange rates from the ERP). However, if there are invoices with different currencies under the same customer, the Total Due can be shown in different currencies. 
  To enable this, check the Customer Portal - Show Total Due by the invoice currency check box in Settings | Business. This setting applies to the Customer Portal, Customer Statement PDF, and Excel files.

  

• An Aging table displayed at the bottom of the page summarizes the Aging status of all the invoices due for collection. It uses the Currency configured for the YayPay application instance in Settings | Business.

• Your Company logo (if set).

Customer Statement PDF Settings 

There are additional settings that you can enable for the Customer Statement PDF, which are found in the Settings > Business page of YayPay.

Customer Statement PDF: Custom text

You can add some additional text to fill the bottom half of the Customer Statement PDF, e.g. to provide common instructions to all your end-customers on making bank transfer payments, etc.

To do this, go to the Settings > Business page in YayPay and look for this panel:

Keep your custom text to 1000 characters. Click Save when done. 

When you next generate the Customer Statement PDF, your custom text would appear at the bottom half of the PDF file.

Customer Statement PDF - include other adjustments to balances

If enabled, all Adjustments associated with the end-customer are aggregated and displayed as a row in the Customer Statement PDF, labeled as "Other":

Other ways of accessing the Customer Statement PDF 

Download via the Customer Portal page

The Customer Statement PDF can also be downloaded by your end-customer directly from their Customer Portal page (using the "Download Statement" link):

Sent as an Email Attachment  

The Customer Statement PDF can also be configured to be sent as an email attachment as part of configuring your Collection Workflow Events & Actions. 

Select the checkbox "Attach Customer Statement PDF" before saving your configuration: