How to create a customer statement

You can send your customers a list of their open invoices or all their invoices by going to the Contacts List, clicking on their name to open their contact record and scrolling to the Invoices section. Here you will see the option to choose Open Invoices or All Invoices. Simply check the one you want and then click Send List to Customer and we'll open a window with the invoice and balance information that you can send to your customer.