Sales
A period list of open items for one customer — what they still owe.
Where to find it: Left menu → Sales & CRM → Customer Statements
Step 1
Left menu → Sales & CRM → Customer Statements. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick the customer and dates. Generate. Send from the file. Do not paste balances into a spreadsheet as the official copy.
Step 3
Open items should match AR. Payments in the period should appear.
Yes. Customer Statements is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
It is your books’ statement. Wording for collection is your process; the numbers come from here.
