Statements for Customers and Business Accounts

October 12, 2022

Allow a staff member to create a statement history (payment history) for a customer/business account over a certain date period. This can be created as a PDF or Email and then sent to the customer.


Head to Settings > Invoice in the top right corner you will see 'New Statement'.


The statement will list all of the payments made by a customer/business account during that date range (either regular order payments) or invoice payments, as well as any unpaid orders.