Customer Statement

Created by Nedim Kacar, Modified on Thu, Aug 8 at 1:44 PM by Al Ceric

1. The Customer Statement Report provides users with easy access to all invoices related to a selected customer. It consolidates business transactions with the chosen customer into a single, accessible report for streamlined management and review.

2. To use the Customer Statement Report user will select the customer and the Statement Type then Statement Perios and click on the Update button.

3. Under Statement Details, users can access the following information for the selected customer:

Customer Name and Location: The name of the customer along with their location details
Activity Type: The type of business activities recorded
From Date - To Date: A representation of all business transactions within the selected date range
Overdue: All outstanding payments that are past due
Current: All paid invoices
Balance Due: All invoices that remain unpaid

4. Users are able to Print PDF version of the report from the Truckin Digital system by clicking the "Print PDF" button located at the top right corner of the page.