portal

How can my customers view their account statement/statement of accounts from the customer portal?

Customers can view their account statement from the customer portal. Here’s how:

  • Log in to the customer portal using the portal credentials.
  • Go to the Statements module on the left sidebar.

Your customers can filter the account statement based on a specific period and the type of invoices. Also, they can download the statement as a PDF or print it.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.