Statements
The Statement tab gives the customer a complete account statement — a full summary of their invoices, payments, and running balance — that they can view online or download as a PDF.
Viewing the statement
From the Statement tab, the customer sees their account activity laid out in one place: what was invoiced, what's been paid, and what's still outstanding. It's the same statement the credit team would otherwise prepare and email on request.
Downloading the PDF
The customer can download the statement as a PDF with one click — ready to save, print, or forward to their own finance team or accountant.
Why it's useful
Account statements are one of the most common things customers ask for. Letting them generate and download their own, any time, saves the credit team from preparing and sending statements by hand — and the customer gets it instantly instead of waiting.
