Easily keep track of your financial transactions with clients

The Riway platform allows you to easily track your financial transactions with customers through the customer account statement. You can access the customer account statement after installing the accounting application. In this article, you will learn about the account statement and everything related to it.

#What is the Customer Account Statement?

It is a summary of the financial transactions you have conducted on the Riway platform between you and a specific customer. You can specify a certain time period to view its details.

#What does the Customer Account Statement include?

The customer account statement includes a summary of total amounts such as (opening balance, total invoice amounts, total amount paid, and outstanding amount). It also includes details of transactions made with this customer, such as the type of transaction and its date… etc.

#Accessing the Customer Account Statement

After installing the accounting application:

1. Go to Sales and Customers > Customers.

2. Search by customer name or mobile number.

3. Click on the customer icon.

4. Click on "Account Statement" at the top left of the page.

5. Select the required period.

6. Transactions appear according to the specified period.

#Exporting the Customer Account Statement to an (Excel) File

1. Click on "Export".

2. An (Excel) file is downloaded to your device.

#Printing or Saving the Customer Account Statement as a PDF

1. Click on "Print".

2. In the print window:

   • For printing: Choose the printer name and click "Print".

   • For saving: Choose to save as a PDF file format, then click "Save".

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#Frequently Asked Questions

1. What is the difference between the account statement in customer data and the account statement in financial reports?

   • The statement in customer data: A summary of transactions made with the customer, can be provided to the customer upon request.

   • The statement in financial reports: Used for review and auditing. It links each transaction with the entry number and the reference number, you can click on the number or entry to see the details and review the transactions.

2. How can I get a customer account statement for only 3 months?

   Through the customer account statement, specify the required time period, then click on export, an (Excel) file is exported to your device.

3. Can I find out the invoice associated with a specific payment in the customer account statement?

   Yes, you can, go to:

   • Reports > Financial > Account Statements.

   • Specify the day or period.

   • Choose the account type: Receivables from customers.

   • Specify the customer's name.

   • All transactions made with the customer appear.

   • Click on the reference number in front of the required transaction to open the invoice and its details.