Consult the account-overview of a customer

The account statement is an essential element for debt collection, as it provides a complete view of the client's entries, both debit and credit. 

This section consists of the following elements: 

    1. Table containing all the client's entries and associated information from accounting or ERP, the associated invoice documents if invoice retrieval is enabled, and a column for notes entered in Clearnox. 

The "Payment Status" column is present if the online payment service is enabled; this information is provided by the online payment service provider.

    2. Number of days starting the day after the due date for debit entries and from the due date for credit entries.    

Example: It's 30/04/2024, the entry's due date is 20/04/2024
- If the entry is debit: displayed delay is 9 days
- If the entry is credit: displayed delay is 10 days

The color coding for these days: 

• Blue for a non-due debit entry, 
• Orange for an overdue debit entry, 
• Green for a reconciled debit entry or a credit entry. 

    3. Filter for entries based on reconciliation status.

    4. Export of the account statement in XLSX or CSV format, with the selected reconciliation status filter applied. 

The export includes the total of debits and credits and the customer balance.
These two lines do not appear for multicurrency accounts.

    5. Entry note, which can be entered by clicking on the pencil icon. 

    6. Total entries.

View the details of an entry  

In the account statement, click on the entry number, subject, or the icon in the "note" column of the entry you want to view. 

A pop-up appears with the entry details.