How to Generate Customer Statements in CashieLive

This feature allows users to generate and send customer statements. Customer statements provide a summary of transactions charged to their House Account within a selected date range and can be printed or emailed directly from CashieLive.

Users should generate customer statements when a customer requests a summary of their transactions. This feature is useful for account reconciliation, providing payment details, or maintaining clear records of purchases and payments. Statements can be printed for in-store customers or emailed for convenience.

How do I use this feature?

Logging In and Accessing Customer Statements:

1. Log in to CashierLive.
2. If directed to the ‘Store Settings’ page, enter a register.
3. Navigate to the ‘Customers’ tab on the left.
4. Search for the customer.
5. Click on the customer’s name.
6. Click ‘Account’ at the top.
   
   

To Generate a Statement:

1. Click ‘Generate Statement’.
2. Enter the date range.
3. Choose whether to include payment details.
4. Click ‘Run Statement’.
5. Click ‘Print’ if the customer would like a copy.
   
   

To Email a Statement:

1. Click ‘Email Statement’.
2. Select the date range.
3. Choose whether to include payment details.
4. Enter the recipient’s email address.
5. Click ‘Email Statement’. Observe success message.