Zoho Inventory

FAQ

  contacts

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.

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.

Sending customer statements