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How to view customer account statements?
How to view customer account statements?
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Written by Shahid Ummer
Updated over a week ago

View Customer Account Statement

Each customer's account statement is auto-generated in the system, you can view, send or download the same.

To view a customer's account statement:

  1. Go to Customer > All Customers.

  2. Here, you see a list of all your added customers. Click on the Manage wallet icon next to the required customer's name.

  3. Now, on the customer's page, click on the Statement of Account tab on the right pane.

  4. If you wish to print or download the statement, click on the respective Print/Download button, or click on Send to send the document as an email.

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