| Generate customer statements |
Description | Statements are a way to let your customers know their transaction history, and remind them of outstanding balances. Use the Customers module to create and send statements to your customers. |
Resolution | - Click Customers and select the customers you want to create statements for.
TIP: Use our selecting multiple records article if you can't highlight multiple customers. - From the toolbar, select Statements.
 - Click Layouts, then choose your statement layout.
- Select how you'd like to generate the statement:
- Preview - Displays the statement on the screen
- Print - Prints a copy of the statement
- Export - Save your reports and layouts as a file on your computer to view later
- Report to Excel - Send a copy of the report to Excel
- Data to Excel - Send data to compatible versions of Excel from many of the Sage Accounts windows, look for the send to Excel buttons
- Email - Send documents by email through Outlook or webmail
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