- Help Center
- Frequently Asked Questions
- Finances: Payments, Reports, CIS, VAT Returns
-
How to Raise a Support Ticket
-
Powered Now Features
-
Getting Started Guide
-
Frequently Asked Questions
- Sales: Invoices, Quotes, Worksheets
- Contacts, Customers and Sites
- Costs: Purchase Orders, Expenses, Supplier Invoices
- Diary and Appointments
- Finances: Payments, Reports, CIS, VAT Returns
- Forms and Certificates
- Xero
- Projects
- Account Settings
- Customer Portal
- Team Features
- Not working? How to fix. (Troubleshooting)
- Other Questions
-
Book Training
-
Forms & Certificates
-
Portal FAQ
-
Go to the Powered Now Community
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
