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
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.
Did you visit the knowledge base?
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