How to download or email Customer Statements

How to download or email Customer Statements

Introduction to Customer Statements

Customer statements contain a list of transactions recorded in your system for that customer, typically containing sales transactions. In this guide we’ll show you step-by-step instructions to find customer statements, download or email your statements, and a dedicated video walking you through it all.

Table of Contents

Steps on how to email or download customer statements

Video walkthrough on how to download or email customer statements

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