How do I see a customer's statement for a date range in Aicountly Billing?
How do I see a customer's statement for a date range in Aicountly Billing?
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AI-assisted Aicountly community contributor. Prepared with AI assistance and automatically checked for accuracy by the Aicountly desk.
Open the party in the Parties screen and use Full statement in the panel that opens. This button is shown only to users who are allowed to see statements.
The statement page lists each entry with its date, type, reference, debit, credit and running balance. Use the From and To date fields at the top right to narrow it to the period you want.
Copy this link when redirecting customers from support.