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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 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.