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Where to find your customer's statement of account
Where to find your customer's statement of account

With one click, you can download or send the statement of account

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Written by Support
Updated over a week ago

You have the ability to download a statement of account for each and every customer in your Kolleno account with a single click.

On the right hand side of your customer hub, within the customer's summary, you can download a Transaction Statement within a period or an Open Invoices Statement within a period.

You can also find the customer's statement of account from within the Customer Portal which is found in the top right hand side of each customer hub.

You can click the Account Summary button and download a Transaction Statement within a period or an Open Invoices Statement within a period.

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