Customer Statements
Give a customer a single document summarizing everything they owe.
How to use it
Open Customer Statements from the Reports menu, pick a customer and a date range, and generate the statement.
Configuration
Requires at least one customer with invoice/payment activity in the selected period.
Details
| Menu location | Reports menu, Consolidated Reports, then Customer Statements. |
| Who uses it | Bookkeepers and AR staff following up on outstanding balances |
| Prerequisites | Customers |
Related pages
See which plan includes Customer Statements on pricing, or how Count My Bucks compares to QuickBooks.