Contact statement report gives you a complete history of the customer sales like for example how many invoices have been created, whether any credit note issues for that particular customer.  This will show a complete transaction history.

How to get there!

To generate contact statment report click on reports > management reports > contact statement

Contact Statement Report

Generating Contact Statement

To generate the report click on date range and choose from the dropdown menu. Select the accounting type and report can also be filtered by tags. Click on tags and the select the tags from dropdown. If the tags are selected in the transaction. Then report will generate based on the selected tags.

Report can be generated for a particular customer as well. Click on the contact and select the contact from the dropdown

Click on generate to generate the report. Report can also downloaded as excel and PDF or it can be viewed as PDF as well. See screenshot attached contact statement report with data