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.
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.
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.
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.
