Customer Statements

Use this form to print and/or email a summary of activity for customers over a selected time period. The customer can use the statement to verify that all invoices were received and processed. They can also verify that all payments sent to the organization were received and properly credited to their account, and that credits due to the customer for return items were recognized. You may also want to remind customers of amounts due by issuing customer statements.

The following tabs are available on the Customer Statements form. Click the link to view detailed information about each tab:

• Customer Statements - Setup Tab
• Customer Statements - Filter Tab