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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.


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