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 the report can also be filtered by tags. Click on tags and select the tags from the dropdown. If the tags are selected in the transaction. Then the report will generate based on the selected tags.
The 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. The report can also be downloaded as excel and PDF or it can be viewed as PDF as well. See screenshot attached contact statement report with data
