- EBMS Knowledge Base
- E-commerce
- Customer Portal
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Online Statements
Giving the customer access to online updated statements on a regular basis facilitates an ability to include a hyperlink within many communications. The site can be configured to show a PDF format statement which can easily be printed by the customer. An optional HTML format can also be displayed. The content and layout of the statement can be selected by the EBMS user within EBMS.
Viewing and Printing Online Statements
The View Statement option is normally listed on the company My Account webpage. 
A hyperlink to this URL can also be included in correspondence sent via email.
Configuring Statements
Complete the following steps to display a customer statement as a PDF file.
- Select Sales > Web > website URL > Reports tab from the main EBMS menu to open the following settings:
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Select a statement form option within the MyAccount Page Statements Report setting.
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Select one of the various statement forms available within EBMS. Review Customer Payments > Printing Customer Statements for more statement option details.