How to Send an Account Aging Statement and Open Memo Report

In this guide we will outline how to locate and send the Account Aging Statement and Memo Report in the Flawless POS system. This process aids businesses in sharing key account information and memo details with their wholesale clients in an efficient manner.

Start by accessing the 'Wholesale Accounts' section from the main navigation menu, then select a specific wholesale account. Go to the 'Statements' tab, where you'll find two buttons: one for the Account Statement, and another for the Memo Report.

For this tutorial, we focus on the 'Account Statement' option. Clicking the three-dotted button next to it brings up a context menu with three options:

1. Edit Account Statement Settings - This allows you to modify settings specific to the selected wholesale account, such as the file format and data range.
2. Account Statement Grid - This shows all the wholesale accounts with their specific account statement options. These options can be updated by clicking on the three-dotted button next to each of them.
3. Send Account Statement - Use this to transmit the account statement.

On clicking 'Send Account Statement', a 'Build Message' dialogue will appear. Here, you can personalise your email template and enter the recipient's address. When you're satisfied with your email, click 'Send'.

Remember, the process for sending the Memo Report follows the same steps.

For a visual guide to this step-by-step process, feel free to refer to our video tutorial.

Sending an Account Aging Statement