How can I create a single customer statement


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Hey there, nancytuscano!

You'll be glad to know that it's really easy to create a statement for just one customer! There are a couple different ways to go about making a statement for just one customer, so I'll tell you both!

If that customer has any overdue or open Invoices:

  1. Click Customers on the left side of your screen.
  2. Scroll until you locate your customer in question.
  3. In the Action column, click in the dropdown and choose Send statement.
  4. Set your parameters, and click Send Statements!

If your customer does NOT have any overdue or open Invoices:

  1. Click the Create (+) at the top of your Home screen.
  2. Choose Statement from the dropdown.
  3. Set your parameters and click OK.
  4. Click the Clear All button at the top of the list to uncheck all your customers.
  5. Check the customer for whom we would like to create the Statement.
  6. Check the Print box if you like.
  7. Click Edit to enter an email address if necessary.
  8. Finally, click Create/Send Selected Statements!

That's it! I told you it was easy :) Hope that helps you get going today, nancytuscano!

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