View Customer Statement

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  1. 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.
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  2. Click on Customer/Company Name.
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  3. Click Statement option.
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  4. 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).
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