Difference between revisions of "Statement Of Account"

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To do so, Cron Actions should be created. <br>
To do so, Cron Actions should be created. <br>
Please visit [[Cron actions|Cron Actions]] page for more information. <br>
Please visit [[Cron actions|Cron Actions]] page for more information. <br>
=Custom SOA values for users=
In each User's edit page, you can set custom values for Opening Balance and From: date. More information available in [[User_Details#Statement_of_Account|Users Details Page]]

Revision as of 18:52, 11 December 2018

Where to find Statement Of Account?

To access Statement Of Account please go to Users list and press SOE icon Soe icon.png.

Only Admin and Reseller are able to access SOE data.
Soe icon users.png

Statement Of Account page

After pressing SOE icon Soe icon.png you will be forwarded to SOE page.

SOA PAGE.jpg

  • Press Download Statement of Account or Send Statement of Account to User via e-mail to Download or Send Statement of Account via e-mail.
  • It is possible change Address lines for Statement of Account in PDF at "Settings -> Functionality -> Statement of Account".

How to send SOA automatically?

  • It is possible to set Statement of Account to be sent to e-mail automatically.

To do so, Cron Actions should be created.
Please visit Cron Actions page for more information.

Custom SOA values for users

In each User's edit page, you can set custom values for Opening Balance and From: date. More information available in Users Details Page