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.
To print the customer statement report:
- Click on the Contacts tab on the left sidebar.
- Select the contact for whom you wish to generate and print the customer statement report.
- Click the Statement tab on top of the screen.
- Choose the date range for which you wish to generate the customer statement from the drop down menu.
- You can either print, mail or download the statement as PDF by clicking on the respective icons on the right side of the screen.