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4.6Customer statements

Chapter 4 · Contacts — customers and vendors·1 min read

A statement of account lists every invoice, credit and payment for a period, with running balance.

  1. Open the customer and click Statement.
  2. Pick the date range (presets: This month, This year, or any range). The drawer shows the opening balance, each transaction with its Credit and Balance, and the closing balance.
  3. Download PDF saves the statement, or Email statement sends it to the customer with the statement PDF attached.

Customers with portal access can also download their own statement from the Customer Portal.

21.1Giving a customer portal accessOpen the customer (Contacts → Customers) and click Edit. In Name and contact switch on Portal access. Emails this customer a link to set up their own login,…The Customer Portal and payment pages4.3Creating a customerOn Contacts → Customers click New customer (or use + Create → Customer from any page). A drawer titled New customer opens, split into sections. Fill in what…Contacts — customers and vendors19.3Financial statementsProfit & Loss — revenue, cost of sales and expenses over the period, ending in net profit or loss. Tip: set the period to This year (YTD), compare to…Reports21.2What the customer seesActivating and signing in The activation link opens Checking your link, then a form for a Password and Confirm password. If the link has expired the page…The Customer Portal and payment pages