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How Do Contacts Connect with Customer Statements

A customer statement pulls its activity directly from that contact's invoice and payment history in Sumung - the contact record is the source of the data shown…

Steps

  1. Go to Contacts and open the customer you want a statement for.
  2. From their detail view, use the option to generate or view a statement.
  3. The statement lists invoices, payments, and the running balance for that contact over the selected period.

Related Articles

  • Can I Access Receipts from the Contacts Area?
  • How Are Outstanding Balances Calculated?
  • What Do "You Owe" and "They Owe" Mean?

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