How to view and download Customer and Organization invoice statement from the Customers module?

You can now download, print, or share invoice statements from the customer and organization module. 

The invoice statements are essential for the customers to check the upcoming and pending payments.

Navigation: Customers --> Customer --> More Actions -->Print / Send Statement

1. Select the “Customers” icon from the left panel. Select “Customer” to view the details page.

 

2. Select “More Options” from the top left corner. Choose the “Print / Send Statement” option.

 

Choose from the fields.

a.    Filter by Invoice Status – Select one of the options from the drop-down list.

The options are “All Status,” “Open Invoices,” and “Overdue.”

b.   Statement Period – Select any one of the period ranges from the drop-down list.

The options are “This Month,” “Last Month,” “Last 3 Months,” and “Custom Range.”

c.    Select any of the buttons to perform the actions.

Print – Click to print the invoice statement.

Download – Click to download the invoice statement.

Email – Click to Email the invoice statement.

​Note: You can preview the invoice statement in the right-side panel of the pop-up. 

3. Click the “Email” button to send the invoice statement to the customer. 

Fill in the following mandatory fields: Email, Email Subject, and Email Body. 

 

5. Click the “Send Email” button after entering the necessary information.

6. The invoice statement is sent to the customer successfully. 

With this new feature, businesses can send invoice statements to the customer, and the customer can view the information and take action to make the payment. 

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