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How to send a customer statement


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I am sure this is really simple (if possible), but I cannot find the answer out here. I have a customer who has several invoices coming due. They want a statement of all upcoming transactions. Currently I just told them to login where they can review their account.


Is there a way to send a statement to a client for all upcoming invoices?





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  • 3 weeks later...

I was just looking for the same thing. A number of our customers won't pay their accounts without being sent a statement. I know it can be done under Reports but that's single customer only. It would be great if the customer could log into their Portal and see their own statement of account as well as the list of invoices.






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