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How to Manually Generate a Customer Statement Summary in SMRT

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Written by Sam S
Updated over 2 weeks ago

We generally recommend that clients direct their customers to log in to the Customer Portal and export the necessary information from the Payments & Invoices section.
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However, if a customer needs additional support, you can manually generate a detailed statement summary by following the steps below.
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​Step 1: Update the Customer’s Payment Settings

  1. Open the customer's account in SMRT.

  2. Navigate to Account Settings > Payment Settings.

  3. Tick both checkboxes:

    • Statement

    • Include separate invoice

  4. press save


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Step 2: Generate the Statement

  1. Go to the Payments tab in the customer’s account.

  2. Click Statement in the top right corner.

  3. Select the relevant date range (e.g. 01/07/2024 to 30/06/2025 for a financial year).

  4. SMRT will generate a comprehensive statement including:

    • A payment activity ledger

    • All itemised invoices for the selected period

You can then email the statement directly to the customer from within SMRT.



NOTE: If the customer is not normally on statements, return their payment setting to the original after generating the report.
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