Customer Statement Tool Training
This template teaches how to build a dynamic, automated customer statement system using Excel VBA. The project transforms Excel into a professional accounting tool capable of generating, printing, and emailing customer statements all automatically.
Core Features
📄 Multi-page customer statements combining invoices, payments & balances.
🧮 Automatic overdue calculations (30/60/90 days) for better credit tracking.
📧 Email automation via Outlook with dynamic subjects & PDF attachments.
🖨️ Smart printing system with dynamic page breaks & professional layouts.
🧩 Integration with multiple order types — invoices, estimates, work orders, etc.
⚙️ Batch processing for sending bulk statements to multiple clients.
💻 VBA automation for address updates, date range filtering, and custom footers.
Key Insights
🔍 Uses dynamic named ranges for flexible, formula-driven filtering.
🧠 Combines Excel formulas with VBA for powerful data handling.
🔄 Event-driven macros update sheets instantly when user inputs change.
🛠️ Built with a modular, scalable design easy to expand or customize.
