Check customer statements

This is useful if you automatically send statements by email but also want to check and keep the information on the statements. You can also view multiple statements on the same report for one or more customers.

1. Go to Contacts, then click either Customers or Suppliers.
2. Select the check box next to the contacts you want to produce the report for.
3. Click More, then More, click Statement Summary Report.
4. Enter the dates you want to run the report for in the From and To boxes.
5. Click Generate.

 NOTE: The report takes longer to generate depending on the activity of the customer/supplier and the period you want to include in the report.

6.  

   The report will appear in your Notifications when it has finished generating the report.
   

Depending on your Internet browser, the PDF opens in a new window or tab.

7. Open your browser’s File menu, then choose to either print or save the report.