Creating a Customer Statement

Modified on Tue, 24 Jan 2023 at 03:07 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


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