Know how to view and share party statement on myBillBook billing software
Written By Snehal Samant
Last updated 4 months ago
Feature Overview
The "View & Share Party Statements" feature in myBillBook enables business owners to access, download, and share party ledger statements seamlessly. With this functionality, you can maintain transparent communication with customers and suppliers regarding outstanding payments or transaction details, which helps in faster payment reconciliation and improved cash flow.
Business Benefits
Improved Transparency: Share clear and up-to-date transaction records with parties.
Faster Payments: Easily remind customers about pending dues via WhatsApp or SMS.
Better Cash Flow Management: Regularly monitor party balances and take necessary actions.
Power User Tips
Regularly update your party ledger to keep statements accurate.
Use the WhatsApp sharing option for quick follow-ups, ensuring better communication.
Combine this feature with payment reminders for a more streamlined collection process
Step-by-Step Guide to View & Share Party Statements
Follow these step-by-step instructions to view and share party statements:
Step 1 : Navigate to the Parties Section
On the navigation bar, click on Parties.
Step 2 : Select the Party
From the list, select the party name whose statement you want to view and share.
Step 3 : Access the Ledger (Party Statement)
On the selected party’s detail page, click on the Ledger (Statement) tab.
Step 4 : Download or Share the Statement
To download the statement:
Click on the Download PDF button to save the statement on your device.
To share the statement directly:
Click on the Share button.
Choose from the available sharing options:
SMS
WhatsApp
The statement will be shared in PDF format with the party.
