Can my customer download his “Customer Statement” from within the customer portal?

The Statements tab on the navigation panel inside the customer portal contains a Statement of Accounts which is nothing but the customer statement. It can be printed or exported as PDF using the respective options provided right inside the portal.

Statement of accounts

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial


Online accounting software
for small businesses.