Client Statement


A client has requested a statement. When I look at the sales drop down box it doesn’t show statement. Can someone advise what I need to do? I have also noticed I am missing other options too.

Thank you


Hi @siobhangriffiths

To view a statement, if you go to Sales >> Show all clients, pick the client. You should then see a ‘View’ button. If you click this, you will see a View Statement option.

What other options do you believe are missing? We’ll certainly try to point you in the right direction! :slight_smile:

I’m missing statements. letters, messages, calendar entries and company reports

sorry just seen your reply regarding statements I think the other things I am missing may be with this drop down menu. Just let me check :slight_smile:

Thank you! Got it :slight_smile:

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