Customer Statement Report

Customer Statement Report

This report will show you Customer Statements based on various search criteria. This can be helpful to find outstanding invoices etc. It will display a section to filter your report, graphs of your results as well as a quick preview. 

Run the report by completing the following steps:
  1. Click Reports.
  2. Click Customer Reports.
  3. Click Customer Statements Under the Customer Reports section

Filter the report further by completing the following steps:
  1. Click Advanced Filters to reveal the filters. 
  2. Set your date in the Cutoff field.
  3. Enter the desired value in either the Customer or Company field and click Filter.
Note: You must filter for a Customer or Company for this report to return information.

    • Related Articles

    • Sales By Customer Group Report

      This report will collect the sales orders in a set date range and organize them by customer group. The report will include Order ID, Customer ID, current order Status, Total order price, any Tax fees, any Shipping fees, Discount amounts and Invoice ...

    • Sales By Coupon Code Report

      This report will show you how many orders in a set date range had a coupon applied to it. You can use this report to track how successful an implemented coupon was at helping to generate sales for your business. The report will include the Order ID, ...

    • Sales by Product Report

      This report will help you track your sales by product by showing you the history of individual product sales over a set date range. The report will populate the Order ID, any cross reference names, the customer group the customer is assigned, the ...

    • Abandoned Orders Report

      This report will give you a quick overview of the sales orders you have that are assigned the status of Abandoned. Potential uses of this report include, keeping record of potential orders that were never finalized and correcting statuses on orders ...

    • Sold Products Report

      This report will provide you key metrics around products sold to customers over a date range. A good use of this report is to keep track of which products are most popular among your customers, and which products need additional sales work. Click ...