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Intermediate Certificate on pass

Customer Statements

Send statements, read aging, follow collections, and preserve dispute evidence.

3 lessons 38 min 5-question assessment 70% to pass
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What you’ll learn

  • Control customer records, quotations, invoices, payments, credits, and attachments
  • Use approval, credit, and evidence routines to protect revenue and collections
  • Read sales exceptions through source records, reports, and customer history
  • Close customer work with clear ownership, follow-up, and manager visibility

Course content

3 lessons · 38 min of reading
01
Lesson 1 of 3 Reading 11 min

Read statements and aging

Customer Statements focuses on statement email, aging review, collection follow-up, customer disputes, and evidence. In AWRA, sales control depends on keeping customer, quote, invoice, payment, stock, attachment, and report context connected.

The practical goal is revenue confidence. Teams should know who the customer is, what was promised, what was approved, what was invoiced, what was paid, and what remains at risk.

In practice, a credit controller sends a statement, reviews the 60-day balance, logs a promise to pay, and attaches customer dispute evidence.

Statement follow-up path

1

Generate

Customer statement and aging are reviewed.

2

Send

Statement is emailed or shared securely.

3

Follow

Promise, dispute, or payment action is recorded.

4

Resolve

Dispute evidence is attached.

5

Escalate

Aged risk goes to owner.

Sales model

  • Sales records should preserve customer identity, promise, approval, and collection context.
  • Attachments and status changes should support the transaction instead of living outside it.
  • Credit and payment controls protect revenue quality as much as sales speed.
  • Managers need exception patterns, not only individual transaction totals.
02
Lesson 2 of 3 Workshop 14 min

Send and follow up

The operating routine is to review aging, send the statement, record customer response, attach dispute proof, and assign overdue follow-up. This keeps customer-facing work moving without losing control over approvals, stock promises, or cash collection.

Before acting, check customer balance, aging bucket, statement date, email status, dispute reason, promise to pay, and owner. Weak checks create duplicate customers, unsupported quotations, incorrect invoices, missed collections, or poor manager reporting.

A good sales workflow should be clear enough that another user can pick up the customer record and understand the next action immediately.

Statement action guide

Signal Review Action
Overdue balance Aging bucket and amount Follow up
Email failed Customer contact Correct and resend
Customer dispute Invoice and evidence Attach proof
Promise to pay Date and amount Track commitment

Customer decisions

  • Customer action should follow the source record and current status.
  • Approvals, credit holds, and cancellations need notes that explain the decision.
  • Payment and statement records should preserve collection context.
  • Exports should be shared carefully because they carry customer and financial data.
03
Lesson 3 of 3 Practice 13 min

Resolve disputes

Sales closure should leave proof. Useful evidence includes statement version, email status, aging report, dispute attachments, promise notes, and collection owner, tied to the exact customer, quotation, invoice, payment, credit note, or report.

Managers should review repeated issues such as unpaid invoices, quote delays, failed emails, stock promises, credit overrides, and cancelled transactions.

In practice, closure means the customer statement has been shared and every overdue or disputed amount has a follow-up action.

Statement follow-up checklist

Aging is reviewed
Statement is sent securely
Failed emails are corrected
Disputes have evidence
Promises have due dates

Revenue proof

  • Sales work is complete only when the customer outcome and evidence are clear.
  • Customer balances and payment proof should be easy to reconcile.
  • Exceptions should be assigned before they become aged balances.
  • Reliable sales governance improves trust in reports, statements, and cash collection.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

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