How to Create a Customer Statement

A customer statement is an easy way to see who owes you money (or who has paid)

To create a statement for unpaid invoices for a customer:

• Click on Reports & Finances
• Click on the Reports tab at the top of the screen
• Enter the date range, customer name and status of the payment. (Ensure the payment status is payment outstanding approved).
• Click on Preview to email or print the report
• Click on Export to create a .csv file