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 Statement1. 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.