Viewing and Filtering Account Statements

Access a complete list of all transactions related to the customer, including invoices, payments, and credit notes.

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Exporting Statements to PDF, Excel or send through Email

Share account summaries directly with customers or team members in their preferred format. Emailing statements ensures faster delivery and better follow-up.

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Understanding Statement Columns and Data

Learn the meaning of each field such as transaction date, reference number, amount due, and balance to interpret customer financial status accurately.

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