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Customer Statements

Updated over 3 months ago

You can generate customer statements showing invoices or payments for any date range.

To view and print customer statements, go to the Finance Tab>Customer Statements.

Select the Date Range you would like to show on the customer statement.

Select the Customer you want a statement for.

Choose whether you want to show payments, invoices, or both.

Once Customer Statement is generated, click the Print button to print or download a PDF.

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