How to create and send a customer statement on Bookipi Invoice

In this tutorial, we will go through how to

How to create a customer statement for the last 1 year

Step 1: Select ‘Invoice’.

Step 2: Select ‘Customer’.

Step 3: Select the customer you would like to view the statement for.

Step 4: Here you can see all the documents created for this customer in the last year. Select the print option on the top right.

Step 5: Select ‘Print’, to download a copy to your phone OR send a copy to your customer by clicking “Send”.

How to generate a customer statement for a custom period

Step 1: Select ‘Last 1 year’ from the customer’s statement page.

Step 2: Select ‘Custom’.

Step 3: Select the ‘Start Date’ or ‘End Date’ to customize.

Step 4: Select the date on the calendar and click ok.

Step 5: Once you are happy with the dates, click ‘Save’.

Step 6: Select the print icon.

Step 7: Select ‘Print’ to print or download a pdf copy OR select ‘Send’, to email your customer their statement as a pdf.

Leave a Reply