Customers, Leads and CRM
Customer statements
1min
how do i find/send a customerβs statement? to view a customer's statement, go to the customer's page, click sales orders & credit notes , and click the smaller actions dropdown button under the unallocated account payments/credits section, where you'll find the view account statement button from there, if you go to the print preview of the page ( file > print , or ctrl / cmd + p ), and change the destination to save as pdf , you can save it in a more sendable format