How can a user Download the statement to share the running balances with customers

To review and share the running balance with the customer, go to the download statement button located on the invoice block. Click on it, and it will give you a detailed financial summary for record. 

Users can download customer account information in any format as per the required need. 

Click on the PDF button. 

The user can see all the financial information of the customer account displayed here. 

First you have all the details of the company and customer. 

Then all financial information will be displayed here, like unallocated payments, open invoices, partially paid invoices, quotations, and pro forma invoices. 

The user can directly access the invoice PDF from here as well, as given in any table. 

At the end it shows you grand total, includes the customer’s

• Opening balance 

• Total open invoice amount 

• Total partial amount 

• Total amount (payable)