On the Account, you can generate an Account Statement Report that displays all invoice-related transactions for a customer. This report can be used to review outstanding debt or as part of an auditing process.
Steps to Generate an Account Statement Report
-
Navigate to the specific Account you want to generate the statement for.
-
Click the Three-dot menu at the top right.
-
Select Account Statement Report.
- Click Preview.
Customizing the Template
The template should be available for all customers and can be found at: Settings > Document Templates > Document Template > Account Statement Report. The report is based on a Word template that can be customized with logos and other elements.