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Customer Statements (Transactions)

The Customer Statements (Transactions) report provides a detailed summary of all transactions associated with your customers. This report is particularly useful when customers want to reconcile their accounts with your records.

Creating a Customer Statements (Transactions) Report

To create a new Customer Statements (Transactions) report:

  1. Navigate to the Reports tab in the main menu.
  2. Click on Customer Statements (Transactions) in the list of available reports.
  3. Click the New Report button to generate a new report.

Customer Statements (Transactions)New Report