Customer Statements

Send users a statement that shows all activity for any given period of time. Generate one statement or one for each customer. Email right from the statement screen.

To create a Customer Statement:

  • Navigate to Sales –> Statements.
  • Click Create.
  • Selecting the starting and ending period for the statements using the date picker fields.
  • Optionally, filter out which customers to generate a statement for by setting a balance threshold.
  • Click Show List.
  • Uncheck any customers to remove them from the statement creation list.
  • Click Generate Statements. Navigation returns to the Statement List screen with the new statements present.

From the statement list screen, you may Print or Email one or more statements by highlighting and clicking the Print or Email button.

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