CStoreOffice® Support & Learning

Customer Statements

To open the customer statements list, go to Customers > Customer Statements.

You can perform the following actions with the customer statements:

  • To create a new statement, at the top right of the statements list, click Create Statements.
  • To filter the list of statements, at the top of the statements list, click Add Filters and apply filter criteria.
  • To email or print a statement, in the Action column, to the right of the Download button, click the arrow icon and select the necessary action.
  • To change the statement send status, in the Action column, to the right of the Download button, click the arrow icon and select Change Send Status.