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- Log onto readysell>Cards
- Drop the top filter and select 'Customers with balances"
- Highlight each customer individually and click on Show in Report and select the right statement layout
- The statement will appear to screen, click on one of the email options from the previewer
- Check the email address
- Click on Send
Balancing your debtors and creditors trial balances to your general ledger when all debtors and creditor balances from your old system have been paid.
If you are using bank reconciliations in Readysell Lite. You need to enter payments to your old system as debtor/ payments into your old system and enter the part of the payment that is not for debtors/creditors into Readysell as bank deposits dissected against debtors or creditors. If debtors or creditors accounts are not available you need to add those accounts to the cbkpay transaction type.
If you are also using general ledger in Readysell Lite. Your general ledger debtors/creditors balance will not line up with your debtors/creditors open items until you have paid all of the debtors/creditors outstanding in your old system. The cash book payments above will be reducing your general ledger debtor/creditor balances from the old system. When the old system debtors and creditors are paid in full. Your debtors and creditors trial balances should agree to your general ledger debtors and creditors accounts.