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How to create and manage statements

A statement shows the status of a customer's account at a particular point in time. Each line item represents sales transactions, credits and payments. Although it doesn't offer detailed information like invoices do, you can create a statement with information you want to share with your customer.

Note: The word Sales and Invoice will be used interchangeably in this article.

Create, manage, edit, customize, and print statements

Below you'll find how-to steps to create, manage, edit, customize, and print statements.

Frequently asked questions

Here are answers to questions you may have about statements.