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Customer Statement

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.

  1. Navigate to Customers > View All Customers or find the customer you are looking for via the search.
  2. On the Account tab of the customer card, click the button called Generate account statement.
  3. Select a Start Date and End Date and select Download as PDF from the dropdown.
  4. Click Create Statement.

Accessing Customer Statements via FTP

This template is stored here on the file server: /private/www/netosuite/SysDoc/emails/customer_statement_pdf/.

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