Sales Ledger Statements Not Being Received

Modified on Mon, 8 Sep at 11:01 AM

If sales ledger statements are not being received, customers may miss important account information. This can delay payments and cause account disputes. Ensuring statements are sent and received correctly keeps accounts accurate and cash flow steady.


Common Causes and Fixes

1. Check the Email Address

  • Make sure the email address entered is correct.

  • Watch for spaces, typos, or invalid characters.

  • If in doubt, use an online email checker to confirm the address is valid.

2. Confirm Email Configuration

  • Go to Sales Ledger > Setup.

  • Ensure the statement email is configured properly.

  • If missing, add or update the email settings.

3. Verify "Send Statement" Option

  • Open the Details tab for the customer record.

  • Check that the option Send Statement by email is ticked.

  • If not ticked, the system will not send statements.

4. Avoid Duplicate Email Addresses

  • In the email address field, enter the address once only.

  • If the same address is entered twice, the statement will not send.


Next Steps

If statements are still not being received after these checks, contact the helpdesk team for support.

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