A statement is a summary of what a customer owes — previous balance, new charges, payments, and the amount due. Wenmar Pro creates them automatically when fleet work orders close; you set the due date and send them.
💡 You’ll need
- Closed fleet work orders (statements are created from these)
- Owner or manager access to finalize and bulk-send
Viewing Statements
- Go to Reports, then Statements under Financial.
- Filter by Status (All, Open, Sent, Partial payment, Paid, Overdue, Closed), Type (Fleet or Retail), and a Start/End date. Click Apply or Clear.
- Each row shows the Statement #, Customer, Date, Due, Balance, and Status. Click a row to see its itemized charges and aging summary.
Downloading Statements
- One — open the row’s menu and choose PDF.
- All of them — click Download in the header to get a
.zipof every matching statement, one PDF each. - For your accountant — click Export to download a spreadsheet (CSV).
Finalizing Statements
Click Finalize to set due dates and sync statements to QuickBooks. A confirmation shows how many were finalized.
Sending Statements
- A single statement — open the row’s menu and choose Send. This opens the customer’s Messages with the statement ready to email.
- Bulk send — open Reports → A/R Aging, tick the customers you want, then click Send Statements. On the preview you can edit each customer’s email, add CC/BCC Emails, optionally Attach invoice PDFs, and edit the Message Body before clicking Send. Sends run in the background.
Tips
- A/R Aging tracks it — Open statements show up there, the fastest way to see who owes you and chase late accounts.
Questions? Contact us at help@wenmarpro.com