Effortlessly Manage Your Statement of Invoices for Supervision

Statement of invoices for Supervision

in this video I'm going to be going over viewing your customer statement you can find your customer statement here under customer tools and by clicking statement here you're going to see a list of all of your outstanding invoices and um you'll see a list in this table right here so going from left to right you're going to be able to see your invoice number here if you click on this Blue Link you'll be able to open up your invoice in a new tab if you'd like to get more information on your load you can click here on this load number tab if you'd like to view the latest tracking notes you can click here to see this um to see your notes Here by clicking this clipboard icon here you're going to see the date that the invoice was created the PO number shipper number the pick update the total amount of the invoice the total paid amount of the invoice the current open balance so what's left over so um pretty much the total minus the paid amount is the open balance the date that it was paid the status and then we have our aging over here up top you're going to have a couple filters to see um say you want to see all your fully paid invoices your overpaid invoices any past due invoices partially paid or not paid you can use this filter up here and then we also have an aging filter down here as well you'll also see your balance summary here so you'll see your aging you'll see see how much um how much dollars you have that are current over between 30 and 60 days and so on and so forth if you'd like to receive a weekly email with your with your statement you can do so by setting up here just selecting weekly or daily if you want to receive it daily but um so you can select weekly select your email from down here save email schedule and it'll send at Monday at um um let's just say at 12:00 p.m. each day if you'd like to email your statement and your open invoices off to your say your um AP department you can click here click email here you can select the emails um if you have any contacts that are in your contact list or you can just type them in here you can put a subject and a body here and then you can this will attach your statement and you can click here to add open invoices this is going to attach all open invoices along with that statement um when you're sending it off to um whatever party You' like once you're happy with that you can just click down here send email that is it for this video so please let me know if you have any questions with this and um I appreciate your time watching this