How to complete a Retail Month End and close a specific Accounting Period

This article focuses on conducting the retail month-end procedure to generate interest invoices, customer statements and close the accounting period. 

It includes detailed processes like selecting the accounting period, viewing and checking customer account balances, creating and processing interest invoices, auto-sending account statements, and viewing the final month-end summary. We also show how to access and modify the email template for statements.

For a step-by-step visual guide, please watch our instruction video.

Completing a Retail Month End and closing a specific Accounting Period