Logix Platform December 2023 release

Customer Statement

A customer statement is a document that provides a summary of financial transactions for a customer over a specific period. It is generated to sent to customer on a regular basis, such as monthly or quarterly.

The purpose of a customer statement is to provide an overview of the customer's account activity, including purchases, payments, credits, and any outstanding balances.

  • Go to Finance >> Customer Statement

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Enter customer and date range then click on view.

The customer statement view screen will appear as in the attached screenshot.

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