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.