With Shine, you can export an account statement for a specific customer in your customer database.
The account statement is an overview of payments and withdrawals on an account. This means that you can see how much a specific customer owes or is owed by your company.
The account statement can also be used to double-check whether it matches the invoices your customer has received from you.
Customer account statement export in few steps
On order to access to export the file, you have to:
Go to the Contacts details (Invoicing tab > Customers)
Select a specific customer
Click on More
Select Account statement
Choose the Period and the Export type (PDF, HTML, CSV, Excel)
Click on Export
If you have any problems or questions, please do not hesitate to contact our Customer Support at the e-mail address: [email protected].