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.