To review, print or email a customer statement 

1. In the Sales menu, choose Customer statements. The Customer Statements page appears.

2. Choose the Statement type.

   • Invoice statements list all invoices aged as at a specified date.

   • Activity statements list all invoices and payments within a specified date range and includes a running account balance.

3. Specify the statement period.

   • For Invoice statements:

   1. 1. Enter or choose the Statement date. This will include invoices on the statement which are outstanding as at the statement date.

      2. To include only invoices recorded up to the statement date, select the option Only include invoices up to statement date.

   • For Activity statements, enter the statement date range in the From date and To date fields.

4. In the Customer field, choose a single customer or choose All. Both active and deactivated customers will be shown.
5. To include customers with a zero balance, select the option Show $0.00. This list of customers is filtered accordingly.

6. Select the customers you want to produce statements for, or click the topmost box to select all. The Download PDF and Email buttons appear.

7. Produce the statements.

   If you want to	Do this
   Preview, save or print the statements	Click Download PDF and choose: Use default template to produce statements on the default statement template Choose template to choose which statement template to use, then click Download PDF. The statements are downloaded as PDFs contained in a ZIP file. Learn more about setting up your sales templates.
   Email the statements	Click Email. If required, change the default email text. UI Text Box size medium type note You can only enter free text for default customer statement email messages, not email variables. Choose the statement Template. Learn more about setting up your sales templates.  Click Send statements. The statements are emailed as PDFs to your selected customers.

<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>

You can customise the default email text of your customer statements in the

Can I edit the look or business details of my customer statements?

You can change the business details, payment details, logo and other details that appear in the header and footer of your customer statements. For all the details see Sales settings.