Customer Statement

One customer's recent history on one page: the last twelve months of their invoices, receipts and credit notes, in date order, with a running balance — every line answers "and then what did we owe?" It is the page you open on the phone with the customer's accounts clerk, and the document you send when they ask "what is this balance made of?" Most balance disputes end here, because the statement shows its working: nothing is in the balance that is not a line above it. The same statement lives on the customer's record (Statement tab) and on the Sales menu for any customer.