Send users a statement that shows all activity for any given period of time. Generate one statement or one for each Customer. Email right from the statement screen.

Generate Customer Statement #

1. Navigate to Sales → Statements.
2. Click Create.
3. Selecting the starting and ending period for the statements using the date picker fields.
4. Optionally, filter out which customers to generate a statement for by setting a balance threshold.
5. After setting up the Statement dates and balance threshold, click Show Customer.
6. Uncheck any customers to remove them from the statement creation list.
7. Click Generate Statements. Navigation returns to the Statement List screen with the new statements present.