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Print a customer statement

Print every charge and payment on a customer's account for the dates you choose, with the amount due, to hand over or send.

Who can do it
Owner, Administrator, General manager, Branch manager, Credit officer and Accountant
Find it
Customers, then All customers, or search customers in Kila
Time
2 minutes

Steps differ for property managers.

A statement lists what a customer bought on account, what they paid and what they owe after each line. Print one when a customer asks what they owe, or before you call about a late account.

Steps

Link to this section: Steps

  1. Open the customer

    Find the customer under Customers › All customers and open them.

  2. Tap Statement

    The statement starts with the Opening balance on the first day. Then each charge and payment has a line, with the balance after it: a credit sale shows when it is due. Totals are at the foot, and the Closing balance is at the top.

  3. Choose the dates

    Set From and To. Kila starts with the last 90 days.

    Otieno Construction Ltd's statement tab (2) for the last 90 days (3): the opening balance, credit sales with their due dates, a deposit, a payment by cheque and a repayment, each with the balance after it, and the closing balance at the top. Print statement is marked 4.Otieno Construction Ltd's statement tab (2) for the last 90 days (3): the opening balance, credit sales with their due dates, a deposit, a payment by cheque and a repayment, each with the balance after it, and the closing balance at the top. Print statement is marked 4.

  4. Tap Print statement

    The statement opens in a window of its own, with your business name, address and KRA PIN at the top, and Kila asks your computer to print it.

  5. Check the amount due, then print

    At the foot of the printout: Amount due, with how much of it is overdue, the deposits the customer has on their account and how to pay: “Pay by M-Pesa or bank transfer quoting C-00001.” The customer’s own number goes in that line.

    The printed statement for Otieno Construction Ltd from Mwangi Hardware, every line with its balance and the totals. The amount due, with how much of it is overdue, is marked 5.The printed statement for Otieno Construction Ltd from Mwangi Hardware, every line with its balance and the totals. The amount due, with how much of it is overdue, is marked 5.

Good to know

Kila prints the statement. It does not email or text it from this page: hand the printout to the customer, or send it yourself.

For your business

Link to this section: For your business

For property managers

Landlord statements print from Practice › Property desk, Landlord statements: see Pay the landlord.

Steps differ for property managers. Nothing here differs for your business, .

What if

Link to this section: What if

The statement is empty

Link to this section: The statement is empty
Kila shows:
No account activity in this period.

Nothing was charged or paid on the account between the two dates. Move From back to the month the customer started buying on account.

Link to this section: Related

Next: if part of it is overdue, follow up the account.

Last checked on Kila on .

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Choose your business

The Help Centre then shows the steps and words for your kind of business. Your choice stays on this device.