Review the Customer Statements list

Customer Statements lists customers and their statement balances for the selected period.

1. Open Reports and choose Customer Statements.
2. Set Date range and, if needed, choose a Customer.
3. Use Show all customers when you also need customers with no transactions.
4. Select Update and review the list.

Loading the list does not send a statement or generate a download. If a customer is absent, check the customer filter, period and Show all customers choice. Verify the intended customer before any later statement-delivery action.