Moon Invoice allows users to share key financial details with their clients, including outstanding balances, invoices, payment history, and available credits.

Follow these steps to create a customer/vendor statement:

1. Go to Sales > Customers and select the customer for whom you want to generate a statement.
2. Click on the Statement icon in the top right corner.
3. Select the Date Range and Transaction Type (All Transactions or Outstanding).
4. Choose the file format (PDF, CSV, XLSX, or XLS) and click Go to generate the statement.

For customer statements:

For vendor statements:

                                                                                                                                              -Moon Invoice.