reports

Where do I print the Customer Statement report?

A Customer Statement Report is a report that has a consolidated list of all the transactions carried out for a customer.

Customer Statement Report

To print the customer statement report:

  • Click on the Contacts module on the left sidebar.
  • Select the contact for whom you wish to generate and print the customer statement report.
  • Click on the Statement tab, available next to the Mails tab.
  • Here you will be able to view the statement for that customer.
  • By clicking on the drop-down available on the top-left corner (that says This Month), you can choose the date range for the report. You have various options like This year, Previous year, etc.
  • You can also choose a custom date range for which you wish to generate the customer statement by clicking on the Custom option.
  • You can print, email or download the statement as a PDF file, using the options available on the top right corner.
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