A customer statement summarizes a customer’s invoices and payments over a date range. You can view it on screen or download it as a PDF to send to the customer.
Steps
- From the Accounting module, open the customer statement option in Accounts Receivable.
- Choose the customer.
- Set the Start date and End date. The end date must be on or after the start date.
- Generate the statement.
The statement opens on screen for the selected customer and period.
Download as PDF
You can also download the statement as a PDF, which is named after the customer.
Tip: Use a full month or quarter as the date range to give customers a clear picture of their account activity.