How to create and send a customer statement

Learn how to create and send a customer statement on Bookipi Invoice mobile app

In this tutorial, learn how to create customer statements on Bookipi Invoice mobile app:

• Create a customer statement for the last 1 year (default)

• Create a customer statement for a custom period

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How to create a customer statement for the last 1 year

Learn how to create a customer statement for the last 1 year on Bookipi Invoice mobile app with these easy steps:

Step 1: Select ‘Invoice’

Step 2: Select ‘Customer’

Step 3: Select the customer you would like to view the statement for

Step 4: You will see all documents created for your selected customer in the last year. Select the Print icon on the top right.

Step 5: Select ‘Print’, to download a copy to your phone OR send a copy to your customer by clicking ‘Send’

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How to generate a customer statement for a custom period

Learn how to create a customer statement for specific dates by customising the time period on Bookipi Invoice mobile app. Follow the steps below:

Step 1: Select ‘Invoice’

Step 2: Select ‘Customer’

Step 3: Select the customer you would like to view the statement for

Step 4: You will see all documents created for your selected customer in the last year. Select ‘Last 1 year’ from the Customer’s statement page.

Step 5: Select ‘Custom’

Step 6: Select the ‘Start Date’ or ‘End Date’ to customize

Step 7: Select the date on the calendar and click ‘Ok‘.

Step 8: Once you are happy with the dates, click ‘Save’

Step 9: Select the Print icon.

Step 10: Select ‘Print’ to print or download a PDF copy. Alternatively, select ‘Send’ to email your customer a PDF statement.