Find statements

You can always find a statement you've created for a particular customer by going to that customer's record and filtering transactions in the list to show just statements.

But if you want to see a more comprehensive list of statements, or search by customer or various dates, use:

• The Filter button on the Sales Transaction page
• The Search icon

From the Sales Transaction page:

1. In the navigation bar, click Transactions > Sales (or Invoicing > Sales, or Sales > All Sales depending on what you see).

2. Click Filter and select Statements as the transaction type.
3. Set additional criteria you want and click Apply.
4. Click the row of the statement you're interested in to view it.
5. From the statement, choose whether to print it, send it, delete it, or go back to the previous view.
6. Click Clear filter/View all when you're done.

To search for statements:

1. Click the Search icon at the top of the page.
2. Type some text into the search field and press Enter. This causes the Search page to appear.
3. Click Advanced.
4. Click All transactions and select Statements from the list.
5. Enter other search criteria or leave as is to find all statements.
6. Click Search. A list of statements appears.
7. Click the row of the statement you're interested in to view it.
8. From the statement, choose whether to print it, send it, delete it, or go back to the previous view.

See also

View a statement

Statements overview