All Collections
Viewing and Customising Statements
Viewing and Customising Statements

Learn how to add your own company data to customer statements, and how to preview what these statements look like.

Jack Daffron avatar
Written by Jack Daffron
Updated over a week ago

View and Preview

Previewing a statement is easy. You can view the format with test data by heading to your organisation settings, and clicking "Preview Statement"

Or if you prefer to see actual customer data, see below.

Simply find any contact that has an outstanding balance, then click View Statement.

On the following screen, click Download


The following fields on the PDF statement come from the information you have saved in General Settings

Did this answer your question?