Send Debtors Statements in GuestPoint

Send Debtors Statements

Send Debtors Statements

Quick Answer: Go to Management → Daily Tasks → Send Debtors Statements. Select companies and choose Email or Print.
To send your monthly statements to debtors, click ‘Send Debtors Statements’. Just like the ‘Send Statement’ button on the Debtors Card, this screen will default to debtors with activity in the last    calendar month and only those who still owe you money. You can easily alter this in Step 1.


Send Debtors Statements screen showing Step 1 date range and filter options for debtor activity


      Step 1 of Send Debtors Statements with default calendar month filter and outstanding balance options


In Step 2, you can select which debtors you want to send statements to and by what method you  want them sent.

Step 2 debtor selection list with Email and Print method options for sending statementsYou can only select the email option if the debtor has an email address.

If you are emailing statements, you can adjust the email in Step 3.

Once you are ready, click ‘Start’. GuestPoint® will create the email and printed statements for you.


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