---
title: Exporting Account Statement
description: Share transaction histories with customers
---

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# Exporting Account Statement

## Share transaction histories with customers

Exporting account statements allows you to provide customers with comprehensive transaction histories, including opening and closing balances, conveniently in a PDF format. Here's how:

1. Click `<` to the right of `Customers`.
2. In the expanded menu click `View All`.
3. Locate the profile to which you wish to add or share file(s).
4. Navigate to the `Account Statement` tab.
5. Click `Email to Customer` to send it to the customer. You may also `Download Statement` as a PDF from here.

Additionally, if you wish to include a copy of the account statement with the customer's invoice, you can adjust the invoice settings to automatically send it along with the invoice. Here's how:

1. Click `<` to the right of `Settings`.
2. From the expanded menu click `Company`.
3. Click on `Information` in the expanded menu.
4. Locate the `Invoice Detail` section and check the option labeled `Send account statement with invoice`.
5. Don't forget to `Save` your changes.

Upon receiving the statement, your customer will find a detailed transaction history attached in a PDF file.

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