The Customer Statement report gives a customer a clear summary of their transaction history with you over a chosen period, including invoices, payments, and their current outstanding balance.

Generating a Customer Statement

1. Go to Reports, then Receivables, then Customer Statement.
2. Select the customer, and choose a date range or statement period.
3. Click Run Report to generate the statement.

Printing or Downloading It

Once the report is generated, use the Print icon in the top-right corner to send it directly to a printer, or the Export icon to download it as a PDF first if you'd rather save or email it before printing.

Emailing a Statement Directly to a Customer

Rather than printing and sending manually, you can email a statement directly to a customer from the same Customer Statement report screen, using the Email option alongside Print and Export, letting the customer receive it as a PDF attachment without you needing to download and re-upload it yourself.

Automating Recurring Statements

If you regularly send statements to customers, for example monthly, you can schedule the Customer Statement report to be generated and emailed automatically on a recurring basis, rather than running it manually each time.