Creating a Customer Statement

Modified on Mon, 20 Mar 2023 at 02:49 PM

A customer statement shows the transaction history for a customer with a running balance, like a bank statement.

From the Main Menu,

1. From the Main Menu, go to Data Entry.

2. From Data Entry, go to Customers.

3. From Customers, select a customer. You may enter the round number and/or search the customer’s name for easier navigation.

4. From Customer dashboard, Click More Options from the Main Menu, then Customer Statement or Press F6 on your keyboard. This will open a print-ready PDF file.

Here's how to run a statement for a custom date range:

5. To run a statement for custom date range, use customer statement filter.

6. A Create Customer Statement window will pop up, tick the Custom dates button.

7. Enter the from and to dates using the calendar icon.

3. Click Create Statement - PDF