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iconreturn to Support Centre
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Viewing Customer Statements

Select the customer you want a statement for and click Print > Customer Record.

Select the template ‘Statement’ and click ‘OK’.

You will see a print preview of the statement, showing you all unpaid invoices for this customer.

Click on the PDF or email buttons at the top left of the screen to email the statement to a customer.

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Clik Service

CRM

Setting Up Product Markups for Customers
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Clik Service

CRM

Saving and Storing Documents

CRM

  • CRM Module Overview [Video]
  • CRM Module Overview
  • Adding New Customers [Video]
  • Creating and Editing Contacts
  • Logging Communication
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