With the balance confirmation function, you can also create account statements for creditors and debtors and email them directly. Thanks to the layout, these are visually more professional than the printout of the open item list.

We will use the account statement for a vendor account as an example.
First call up the key date OI list (Finances > Receivables > Open items debtors and via Further actions (three dots) the link Open items for a key date).

Now enter the relevant key date of the account statement and click on Prepare balance confirmation below the table. (2). The function is only available if the checkbox "Consider later clearing" (1) is not activated, as otherwise items relevant to the cut-off date will be hidden.

You are now in the "Balance confirmation" form.

As the "Auditor" field is not required for the account statement, you can assign any contact to (1) and ignore the remaining fields.

Under Settings, you can optionally assign an editor (2), depending on whether you are using the placeholder.
For the layout (3), use the accounts payable or accounts receivable layout "without WP" in the name from the predefined layouts. You can of course customise your layout file with text and a logo.

Now use the checkbox to select the vendors to whom you want to send an account statement. You can create all documents at once via "Print". If you are sending the account statement by e-mail, only select one line as it is sent individually.

You can also predefine text modules for the e-mail subject and the e-mail text for e-mail dispatch. Under Organisation > Master data > Languages and text modules: Manage text modules, we have prepared texts that you can easily adapt.