Moon Invoice allows Users to share key details with their Clients like their outstanding balance, Invoices and Payment history, and available Credits.
Here are the steps to create a statement for your customer.
- Go to the "Contacts" tab, select the contact for which you want to make a statement.
- Click the "+" in the lower right corner of that particular contact.
- A pop-up window will appear, click "Statement".
- You will be prompted to select the date of the statement after selecting the date click Go.
- Users can send a Statement as a PDF or CSV file by selecting file type.
- A preview will appear, check the details and then the user can email or print it.
For more clarity, please refer to the screenshot.