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Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Statistics and Reporting
Printing a Customer Statement
You can print a statement for your customer in PDF.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting
  - Consulting a Customer Analysis
  - Consulting Customer Basic Data Analysis
    Consult information on one or multiple customers.
  - Printing a Customer Statement
    You can print a statement for your customer in PDF.
  - Consulting Customer Open Transactions
    Display all the open balance history from customers on an exact date.
  - Consulting Customer Transactions Report
    Create a PDF report to have all the transactions for a customer or a group of customers.
  - Consulting Customer Transaction List
    You can see reports with specific details about the historic of customer transactions.
  - Consulting Customer Trial Balance Report
    Create a PDF report to have the trial balance for a customer or a group of customers.
  - Consulting Customer Invoices
    You can display a list of your customer invoices.
  - Consulting Customer Account Analysis
    You can review the transactions and balances related to your customers.

Printing a Customer Statement

You can print a statement for your customer in PDF.

You can access the Customer Statement of Account page to print your statement through the page Customer Analysis, click Print Statement of Account in the header.
Otherwise, go to Financials > Accounts Receivable > Customer Statement of Account.
Select criteria that you want in the area Selections:
1. The Company, Date...
  
  Note:
  The statement will include only open items based on the date selected.
2. Select your filter(s) carefully in the area Selection Template Details. This action can impact the statement you want to have (for 1 or several customers, etc…).
Click Next.
Choose your Options.
Click Finish.
The Report Format & Output pane appears.
You have several options:
- Preview button: to do before printing. Click Preview: the document appears on your screen. From here, you can check your information, print your document or keep it on your computer in PDF.
  Trouble:
  If the preview is not displayed, your browser might block your pop-ups. Check your authorization in your browser settings.
- Print: if you want your document on paper, choose your printer, or if you want to keep it on your computer in PDF, choose IFS PDF Archiver.
- Email: fill in or check the email address and send it.
Click OK.

Your customer statement has been printed.