How to view or print a customer's statement
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The written steps below already work. Come back to watch it.
How to view or print a customer's statement. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the customer (Customers) and press Statement, or press Statement in the Customer box of any invoice. You can also click a customer in Finance reports → AR ageing or Customer balances.
- Set the from and to dates (the default is the last 180 days) and press Apply.
Tip
You see the ageing buckets (Current, 1–30 days, 31–60 days, 61–90 days, Over 90 days), the opening and closing balance, and each invoice, payment and credit. Use Export for CSV, Excel or PDF; the PDF uses the customer's language.