Customer Statements

You can view individual transactions for each customer on a line-by-line basis in the Customer Statements view.

Navigate to the Customers/Suppliers tab. Determine the relevant customer and click the View statement icon. The icon is only visible for customer accounts.

The statement is presented on the screen. Change the Start Date and End Date as required and the statement will refresh automatically.

The ageing buckets at the bottom of the statement are calculated based on the Due Date of each invoice and credit note. All payments and refunds are taken into account when calculating this ageing. This can also be viewed in detail in the Aged Receivables report.

Email, Print or Export the customer statement as required

Click on the Close Statement button to return to the main Customers/Suppliers screen or use the View statement icon for any customer in the left column to generate a new statement..