M
DownloadReleasesGuidesChatbotAccountantsForumCloud Edition

Customer Statements (Transactions)

Customer Statements (Transactions) provides a detailed summary of all recorded transactions associated with your customers. This is useful when your customers need to reconcile their accounting records against yours.

Creating a Customer Statement (Transactions)

To generate a new Customer Statement (Transactions):

  1. Click the Reports tab.
  2. Select Customer Statements (Transactions).
  3. Click the New Report button.

Customer Statements (Transactions)New Report