Load invoices for the customer
- Open Finance > Print Statements.
- Search for the customer and choose any status, start date, or end date filters you need.
- Click Load Invoices to pull the finalized invoices that match.
Finance reporting
Print a Statement
Load a customer’s finalized invoices, choose the invoices to include, and print a statement for that customer.
Select the invoices to include
- Review the invoice table for the selected customer.
- Check the invoices that should appear on the statement.
- Confirm the list reflects the current unpaid, partially paid, or paid filter you intended.
Print the statement
- Click Print Statement.
- Review the statement output in the new tab before downloading or printing it.