Customer Statements
A statement reviews a customer's account on a regular basis, usually monthly. Send statements to remind your customers to pay their invoices.
A statement lists your customer's transactions, including invoices, finance charges assessed, credit memos issued and payments received. It also contains an aging summary at the bottom that shows how long each amount has been due.
If you use the Multiple Currencies feature, statements include separate pages for each transaction currency for each customer. If you include balance information at the bottom of your invoices (mini statements), the balance amounts shown are in the same currency as the invoice currency. For more information, see Customers and Multiple Currencies.
Click a link below for more information:
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Generating Statements - includes instructions on how to print, email or fax customer statements
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Printing a Statement – includes instructions for printing individual statements or bulk statements
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Printing Mini Statements – includes instructions for customizing invoices to print mini-statements and setting your PDF form to print mini-statements