View Customer Statements

Customer statements show a summary of all invoices, payments, and balances for a customer over a period of time.
They are commonly used to share a full account summary with a customer.

Open Customers

1. From the left-hand menu, click Customers.

If Customers is not visible:

1. Click Customize
2. Tick Customers
3. Click Update

Open a customer record

1. Click on the customer name from the list

View the customer statement

1. Inside the customer record, click Statement
2. Select the From and To dates
3. Click Update

The statement will display all transactions within the selected period.

Download or share the statement

• Use the Print or Export option to download the statement as a PDF
• You can share the statement with the customer if required

Notes

• Statements include invoices, receipts, and opening balances.
• Only transactions within the selected date range will appear.
• Statements update automatically as new transactions are added.