How to Generate Statements for Customers

Populate a PDF client Statement that provides a client a complete list of all outstanding invoices on an aging detailed report.

Statements have the option to include or exclude one-off invoices as well as recurring invoices.

Simply go into the Customer's page, click the 3 dots, and select "Generate Statement."

Click Here

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HOW TO SIMPLY GENERATE A STATEMENT:

**Please note that the Statement will open in a new window, so if needed, turn off the pop-up blocker to allow for the Statement to open.

EXAMPLE:

Customer Statement Example