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How to send statements to customers


#1

I have to send physical and email statements to my customers every month end but with ERPNext I am unable to do so. Anyone please put light on this as it is a very basic requirement. Thanks


#2

Go to Accounts > General Ledger
Under Party Type, select Customer
Under Party select the Customer you want to send your statement to.
The export to pdf and attach to your email client.


#3

Thanks for the reply, I have more than 1000 customers. It’s impossible to create statements customer wise. I need to print all statements together


#4

Mass Statement email/print is not available yet as a feature.
They are working on it though


#5

:persevere:


#6

Is there any solution for this situation now? … I also need to send Ledgers to many clients.


#7

We had to create a custom doctype to do this and it’s a little hacky but works for us for now until ERPNext releases this.

Custom doctype includes a date field that we enter and then the custom child table pulls in all sales invoices for all customers due by that date. We click a button generate statements and it generates a print/pdf for each customer. Definitely not the most elegant of solutions but gets the job done for us.


#8

Please share files.


#9

Please guide me step by step to achieve this. I would be very thankful to you for this.


#10

How?do?I?Do?That?