How to Create a Sales Statement
A sales statement can be used in a wide variety of situations. It will help you establish a rapport with a prospect and address his or her needs. This document is also a great way to identify any problems you may be encountering, and to improve your marketing plan. Using it is a simple yet effective tool to use when addressing a prospective customer. It is a valuable tool for any sales professional, and it will make your job easier.
To create a sales statement, select the Customers list and click on Sale – Customers. This will display all of the outstanding invoices you have owed a customer over the last month. Unpaid invoices will show up as brought-forward balances, and payments will be listed as the total due balance. If you are mailing out several invoices a month to a client, this will be the most useful tool. You can also choose the due header to sort by outstanding balance.
Once you have selected your date range, click on a column headed ‘Activity.’ Then, click the ‘Total Due Balance’ option. This will list all outstanding invoices and payments that are due within that timeframe. If the customer has paid more than half of their outstanding balance, the ‘Unpaid’ column will be empty. If the customer has not yet paid their invoices, click the ‘Total Outstanding Balance’ header to view the full status of their outstanding invoices.
To view the outstanding invoices from a selected date range, use the ‘Activity’ column. This column will show all invoices and payments pertaining to the selected date range. The ‘Unpaid’ column will list all unpaid invoices. Similarly, the ‘Unpaid’ column will list all payments that are due to the customer. This is the preferred method for sending out multiple invoices per month to customers. So, save the sales statement as a PDF file and check it regularly to ensure accuracy.
‘Active’ column is the only way to view a customer’s outstanding invoices. The activity column displays all invoices and payments since the selected date. When you have an outstanding balance, click the ‘Total Due’ column. By clicking on the header, you can sort the customers by their outstanding balances. It is important to save the sales statement before you send the next invoice to the customer. If you need to send multiple invoices per month, you should always make a copy of the Sales statement.
When you are ready to send an invoice, use the sale statement’s ‘Active’ column. This column will show the unpaid invoices going back to the beginning of the period. If you are sending multiple monthly invoices to a single customer, this column is often the preferred method for billing. It allows you to see all the outstanding invoices for any specific customer. You can even add notes to the list. This section of the sales statement is very important for your business.