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