View or print a customer statementCreate an account statement for a customer who owes you money, and save to PDF for printing.
In the Contacts menu, select Customers.You can also access statements from the Options menu within a customer’s contact record.
- Click Send statements.
- Click on your customer’s name to open their statement. Use the Filter by field to search for your customer if necessary.
- (Optional) Change the statement type or date and click Update.
- (Optional) Click Print PDF to create a printable PDF of the statement.
The statement type will appear after the statement heading, eg Statement - Activity. You can change this by using a custom (DOCX) branding theme instead of a standard branding theme.