Statements let your customers know their transaction history with you over a period of time, and remind them of any outstanding balances.

You can easily create statements for your customers at any time using the Customers module.  

Create customer statements

1. Click Customers and select the customers you want to create statements for.
   TIP: If you can't select multiple customers at the same time, follow our Selecting multiple records article to enable this feature.
2. From the right-hand end of the toolbar, click Statements.
   
   
   
   
3. Click Layouts, then select the statement layout you want to use. Select an "All items" layout to print statements for customers who don't currently owe you anything.
   TIP: Ensure you choose the right statement layout to avoid any error messages. 
4. Choose the method to use to generate the statement:
   
   
   
   
   • Preview - Displays the statement on screen
   • Print - Prints a copy of the statement
   • Save to file - Save your reports and layouts as a file on your computer to access later
   • Microsoft Excel - Send data to compatible versions of Excel from various Sage Accounts windows, look for the Send to Excel buttons
   • Email - Send documents by email through Microsoft Outlook or webmail
     
     If you'd like to know more information see our generating documents article.

Next steps

You've run your statements.

For further information on statements, why not take a look at the below topics?

• Choose your statement layout
• Add your company logo to your layout
• 'No data returned' message when running your statements