Customer Statements

Print or email a summary of customer activity for a specific time period. Customers can use this statement to verify account activity or remind them of outstanding balances.

 

From this page, you can:

 

 

Copy Customer Statements

You can create an exact duplicate of an existing customer statement. Simply select the statement name to copy from and enter a new name to copy to. Once you select Copy, you'll see your new statement in the grid.

 


Delete Customer Statements

Before deleting a record, ensure you’ve selected the correct record you want to remove from the system. Deletion is permanent and cannot be undone.