Maintain professional client communication, stay proactive with collections, and keep financial records clear by sending account statements directly through MediaOS.
Why Use Statements? #
Account statements are an essential tool for businesses looking to maintain clear financial communication with their clients. Sending regular statements provides customers with an accurate summary of their account status, including outstanding balances and payment history. This helps clarify past due amounts, improves collections through consistent follow-up, and supports internal financial reviews by giving your team an easy way to track payment activity over time. Whether you are managing a handful of overdue invoices or reaching out to dozens of clients at once, using account statements ensures you stay organized, professional, and on top of your receivables.
Sending Statements #
To send account statements in MediaOS, start by logging into your account and clicking Accounting from the left-hand navigation menu. Once you are in the Accounting section, click Send Statements to open the Create Statements window, where you can begin setting up your criteria.
In the left-hand panel of the Create Statements window, you can apply a range of filters to customize the statements you wish to send. Set a specific Date Range to filter transactions within a chosen time period, then select a Template to determine the formatting style of your statement. Under Display Options, you can choose to either Show Only Past Due Invoices, which focuses the statement on unpaid balances, or Show Full Transaction History, which provides a comprehensive overview of all invoices and payments. You can also enable Additional Options such as Include Alternative Payment Statement for barter transactions or Include Invoice Line Items if you want to show detailed breakdowns of invoices.
Tip: Tailor your display settings based on client preferences. Some clients prefer a brief summary of outstanding invoices, while others appreciate a full transactional history.
After you have set your filters, you will see the results populate in the Statement Results pane. Review the list carefully, select the checkboxes next to the statements you wish to send, and then click Download PDF to save them to your device. You can now choose to send these saved statements using your preferred communication method outside of MediaOS.
Emailing Statements Directly #
If you prefer to email statements directly from within MediaOS, you can streamline the process even further. From the Create Statements screen, open the Email Statements window. Enter the sender’s email address, compose your message, and click Send Statements to deliver the statements immediately to your clients. This option provides a fast and efficient way to handle bulk communication without having to download and manually email each statement.
Frequently Asked Questions #
One common question that arises is why a statement’s total might appear incorrect. In most cases, the issue stems from misconfigured filters—especially the Date Range. It’s important to ensure that your date filters match the reporting period you intend to cover. Additionally, if the client’s account involves additional fees, discounts, or is associated with a Payment Plan, remember that payment plans allocate amounts based on the original contract value, which can sometimes cause discrepancies if you're expecting totals based on invoice adjustments.
