Statement of account
A statement of account, also known as an account statement or customer statement, is a document outlining transactions between a buyer and a seller.
Simple Invoice Software makes it easy to print a statement of account for a specific customer. This feature is available in the Customers & Suppliers module.
The Statement dialog offers the following options:
- Select all Due
- Includes all transactions over time.
- Date range from
- Includes transactions within the selected date range.
- Show all transactions
- Detailed statement showing all transactions, including partial payments and descriptions.
- Show only unpaid
- Includes only unpaid invoices. This option is only available if Show all transactions is unchecked.
In the configuration, you can customize the text displayed on the statement. You can also choose to display the bank account information on the statement.
