Customer Statements

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GordsRichards
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Customer Statements

Hi,

Is there any way in essentials to view a history of statements sent to customers?

I know how to send them, but can you view a history of when customers were sent statements?

Thanks,

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MYOB Moderator Theresa_D
1,902 Posts
MYOB Moderator
MYOB Moderator

1,902Posts

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Re: Customer Statements

Hi @GordsRichards 

 

Thanks for your post, apologies for the delay in response.  Yes, you can view the sales and payments for customers over any period by going to the Sales History page.  For additional reference see the article on customer statements.  

 

I hope this clarifies.  If this answers your inquiry please mark "Accept as Solution" so other users can find this post easier.  

Cheers,
Theresa

MYOB Community Support

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