How to Generate Customer Statements in 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 by last name, first name, account number, email or phone number and press 'Enter' on your keyboard.
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’.
6. Observe success message.