How do I create a Customer Statement?

Create a customer statement

1. Go to the Sales menu and select the Customers tab.
2. Select the checkboxes for the customers you want to make statements for.
3. In the Batch actions dropdown ▼, select Create statements.
4. In the Statement Type dropdown ▼, select the customer statement type:
   • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
   • Open Item: Lists all open, unpaid invoices from the last 365 days.
   • Transaction Statement: Lists all transactions for the selected date range.
5. Select the dates for the statements and the date range.
6. Review the customer's email addresses.
7. Select Save, Save and close, Save and send, or Print or Preview.

Tip: If you make changes to a transaction on a statement, the statement will automatically update to match.

View current customer statements

1. Go to the Sales menu and select the All sales tab.
2. Select the Filter ▼ dropdown.
3. In the Type dropdown, select  Statements.
4. Select the date range from the Date dropdown.
5. Select the customers you want to see statements for from the Customer dropdown.

To delete a statement, open it and select the Delete option.