What is a Customer Statement?
A customer statement is a printable document intended to provide an overview of the payments and credits attributed to a specific customer.
How do I print a Customer Statement?
Customer Statement's are printed from the customer card.
- Navigate to
View All Customers or find the customer you are looking for via the search.
- On the Payments and Credits tab of the customer card, there is a section called Customer Statement.
- Select a Start Date and End Date and select Download as PDF from the dropdown.
- Click Create Statement.
Accessing Customer Statements via FTP
This template is stored here on the file server: