Statement of account

[candhleisureltd]

Is it possible to create a “statement of account” for a customer, Its maybe too late at night to be looking at this but i can’t see where it can be done ? Thanks

[Eddie_B]

yes, click on sales, view clients, then select your client from the list.

2nd box in, you will see view, here you can choose, view statements.

You can also set up automatically generated statements from the statement view.

[Lurch]

Did you visit the knowledge base?

Client statements management

Introduction Client statements provide a snapshot of account activity to quickly show any outstanding invoices along with any recent payments and credit notes applied to the account. They can be sent to your clients on a monthly basis to remind them of any outstanding account balance. Client statements are also visible in the client control panel, so any client logging in here can easily bring up an electronic statement of their account. How do I view a client statement? You can view or print …