Customer Statement

by Leonardo Gomes

See all transactions between you and a customer

from $3

Stay up-to-date with Customer Transactions

Get comprehensive reports of your customers' transactions for your in-house audit. Identify loyal or high-spending customers by analyzing their statements and setting up your reward campaigns accordingly.

Account Summary

Get a summary of the customer's account, including the opening balance, invoiced amount, the amount paid, and available credit. Also, see the customer's details, such as name, email address, office address, and any other saved information.

Account Summary

Transaction History

Pick a range of dates to see the historical transactions of customers over a period, typically up to 90 days or more. See the transaction date, document type, amount, payment status, and balance. Know your customers with bad debts and those who pay promptly.

Transaction History

Ready to start? Install the Customer Statement app today.

Print, Download, or Send Statements

Print, Download, or Send customer statements at any time. With single clicks, download in PDF format or Print customer statements on demand. You can also share the statement of account with the customer via email with a click.

Print, Download, or Send Statements

Full Features

  • Track sent invoices
  • See Invoice payments by the customer
  • Get a summary of customer transactions
  • View the history data of transactions
  • Categorize transaction documents
  • Send customer statements via email
  • Print or Download customer statements

Full Features

Simple no-tricks pricing

Increase your productivity

By subscribing, you don't have to worry about any kind of upgrade costs. Just keep using the software and enjoy all the new features as long as your subscription lasts.

What's included

  • Pay-as-you-go

  • Unlimited companies

  • Top-notch support

  • Secure cloud service

Learn More

Increase your productivity

By subscribing, you don't have to worry about any kind of upgrade costs. Just keep using the software and enjoy all the new features as long as your subscription lasts.

What's included

  • Pay-as-you-go

  • Unlimited installations

  • Top-notch support and updates

  • Your self-hosted server

Learn More

$5 per month

Billed monthly.

Or $3/mo if paid yearly

$3 per month

Billed yearly.

You save $20 a year!

$420 lifetime

Billed once.

Billed

$36 per year

Billed yearly.

Billed

$420 lifetime

Billed once.

Billed

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