Email Statement of Account
Multi-company | Multi-branch | Multi-currency ready
Email Statement of Account
Prepare SOA email with outstanding invoice list and aging summary.
SOA Ready
6
Sent Today
4
Outstanding
238,700.00
Aging Attached
Yes
Workspace Records
Live-ready table for email statement of account| SOA No. | Customer | Date Range | Balance | Status |
|---|---|---|---|---|
| SOA-2026-0052 | North Harbor Trading | May 2026 | 98,500.00 | Ready |
| SOA-2026-0051 | Island Prime Foods | May 2026 | 48,900.00 | Sent |
| SOA-2026-0050 | Blue Anchor Logistics | May 2026 | 1,840.00 USD | Queued |
Process Checklist
Review SOA date range
Confirm outstanding balances
Attach SOA PDF
Send and log activity
Controls
Role-based access
Approval workflow
Audit trail
PDF / Excel ready