Where do I print the Customer Statement report?

A Customer Statement Report is a report that has a consolidated list of all the transactions carried out for a customer.

To print the customer statement report:

• Click on the Contacts tab on the left sidebar.
• Select the contact for whom you wish to generate and print the customer statement report.
• Click the Statement tab on top of the screen.
• Choose the date range for which you wish to generate the customer statement from the drop down menu.
• You can either print, mail or download the statement as PDF by clicking on the respective icons on the right side of the screen.