View Customer Statement
- Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
You can also use a shortcut menu. Just click eye symbol under the Customers shortcut.
- Click on Customer/Company Name.
- Click Statement option.
- Use time dropdown to set Statement period (1)
You can use a preset period (this month, last month etc.), or use option Period to set a custom one. Just provide ‘from’ and ‘to’ dates.
A statement for selected time period will be generated dynamically (2).
Optionally use action buttons to print, view PDF or send Statement (3).
