How to send out customer statements?

You can send a transaction statement of a desired period to a customer very easily.

To send out a customer statement:

• Navigate to the Contacts module.
• Open your preferred customer.
• Click on the Statement tab below the customer name.
• This opens the Customer Statement report.

• Note: Customer Statements can only be published and sent out to contacts marked as Customer.
• Select the date range for the report.
• You can share the statement by creating a PDF, take a print of it or sending by email to the contact by clicking on the respective icons. Note: All these options are available right on the top, above the report.