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CUSTOMER STATEMENTS

CUSTOMER STATEMENTS

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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.

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Price
$ 19.00 $ 19.00 (Tax excluded)

Terms and Conditions
30 day money back guarantee
Instant Email Delivery Within 5 Minutes
• Instant Access • Secure Payment & Privacy • 30 Day Money Back Guarantee

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Frequently asked questions


After payment, you get instant access! Get your compatible Excel file. xlsx files through email delivery, instant download, and lifelong account access for an infinite number of downloads.

Absolutely! Each template is made to be fully customisable:

• Adaptable Formulas: Edit computations and functions as necessary
• Flexible Structure: Add or remove rows, columns, and sections
• Brand Customisation: Include your logos and brand colours
• Complete Editing Freedom: Change text, colours, layouts, and designs
No advanced skills required!   All levels of experience can use our templates:

• Beginner Friendly: No complicated setup is required; just plug and play.
• Detailed Instructions: Each template comes with step-by-step instructions.
• Video Tutorials: View and learn from in-depth demonstrations.

• Pre-Built Formulas: Allow for instantaneous automated computations.