Customer Statements

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Written by Steven
Updated 1 year ago

You can generate customer statements showing invoices or payments for any date range.

To view and print customer statements, go to the Finance Tab>Customer Statements. Select the date range you would like to show on the customer statement. Select the Customer.

Choose whether you want to show payments, invoices, or both.

Once Customer Statement is generated, click the "Print" button to print or download a PDF.

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