Monthly Statement

The Monthly Statement Report allows you to easily generate professional monthly statements for your customers using data from invoices or tax invoices.

Report Settings & Filtering

You must give the report a name so you can easily retrieve it later. You can generate statements for your entire customer list or for an individual customer.

You can also customize the statement based on a specific month or a chosen time range. For accurate calculations, you can select whether to use the document date or the shipping date. The report also offers optional fields you can include for additional information.

Keeping Your Report Up-to-Date

The report’s calculations are updated each time you save it. The “Last Generated” timestamp indicates when it was last processed. To refresh the data with your latest invoices and ensure the calculations are current, simply click the [Re-generate] button to rerun the analysis.

Sample: Monthly Statement