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.