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 Customers > View Customers & Prospects and select the customer you wish to print a statement for.
- On the Account tab of the customer card, click the button called Generate Account Statement.
- Select a Start Date and End Date and select Download as PDF from the dropdown.
- Click Okay to generate the statement.
Accessing Customer Statements via FTP
This template is stored here on the file server: