Customer Generate Statement

The Customer Generate Statement feature on the PiCortex platform allows you to generate statements for your customers, summarizing their account activity over a specific period. Here's how to use the Customer Generate Statement feature to keep your customers informed and up-to-date:

1. Select Customer

To generate a statement for a customer, you first need to select the customer you want to work with. You can do this by navigating to the "Customers" section of the platform and selecting the customer from the list.

2. Choose Date Range

Once you have selected the customer you want to work with, you can choose the date range for the statement. This will determine the period of time that the statement covers. You can choose a specific date range or select a pre-defined range, such as "Last Month" or "Last Quarter".

3. Generate Statement

After you have selected the customer and date range, you can generate the statement by clicking the "Generate Statement" button. The statement will be created and displayed on the screen.

4. Review Statement

Once the statement has been generated, you should review it to ensure that it is accurate and complete. The statement will include information such as the customer's account balance, payments received, and invoices issued.

5. Send Statement

After you have reviewed the statement, you can send it to the customer. You can do this by downloading the statement as a PDF and emailing it to the customer, or by printing it and sending it by mail.

Tips for Using Customer Generate Statement

Here are some tips for using the Customer Generate Statement feature effectively:

• Generate statements regularly to keep your customers informed and up-to-date.
• Review statements carefully to ensure that they are accurate and complete.
• Customize the statement format to match your branding and style.
• Use the statement as an opportunity to promote new products or services.

Conclusion

The Customer Generate Statement feature on the PiCortex platform allows you to generate statements for your customers, summarizing their account activity over a specific period. By selecting the customer, choosing the date range, generating the statement, reviewing it, and sending it to the customer, you can keep your customers informed and up-to-date. Use the tips provided to make the most of this feature and improve your customer management process.