Generate customer statements

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. 

1. 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.
2. From the toolbar, select Statements.
   
3. Click Layouts, then choose your statement layout.
   
4. 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

• Add your company logo to your layout
• 'No data returned' message when running your statements
•  Generating documents