The statement feature in First Class provides a summary of a customers outstanding invoices.
This can be used to send customers a single PDF document that outlines their owing balance and details what invoices they relate to.
You can send customers a statement via the parent/customer profile.
How to send a customer statement
On the lower left side of the profile there are a series of buttons- select the send invoice statement option.
When selecting the send invoice statement button, a preview will first load which outlines the customers statement details including the total balance owing.
You can download a PDF copy of the statement by clicking the download statement button.
You can also send a PDF copy of the statement to the customer via email by pressing the send statement button.
If you are using a payment gateway service for one time credit/debit card payments with First Class such as Ezidebit or Stripe, the statement will include a payment link that will direct the customer to a payment checkout page where they can settle their outstanding balance.
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