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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
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