Customer Statements

 

You are able to generate customer statements that show invoices and or payments for any date range.

 

To view and print customer statements, go to the Finance Tab>Customer Statements

 

 

 

 

 

Select the date range you would like to show on the customer statement.

 

 

 

 

 

 

Select the Customer

 

 

 

 

 

Choose whether you want to show payments only, invoices only, or both.

 

 

 

 

 

 

Once Customer Statement is generated, click the “Print” button to print or download a PDF.

 

 

Updated on January 22, 2023

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