Discussions
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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Statement of Account
<p>You can create a statement of account to send to your customers using the "Customer statements" advanced report. To create a statement, navigate to: Reports > Advanced > "Customer Statement" under the Invoices heading > Select a customer from the "Customers with invoice balances" dropdown and click "Create the statement".</p>
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