Account Statement

Account statement is a type of another facilitating artifact which simply imitates a balance sheet which demonstrate what services or products you have bought, how much you have paid and how much balance is in your account. It gives a bird eye view of your account just in a while, furthermore you can have complete details of each invoice/payment for a product/service for a client which is seamlessly managed with the maximum consistency and integrity.

To view account statement for any client you have to navigate to the following path:

You can locate the client by searching via any credentials provided (like Customer ID, Customer Name, Email, Payment Group ) or by surfing page by page, select the client and you will be landed to the following interface which shows all of the related information for that particular client.

To search fill in the following fields and then click Search button.

• Customer ID:Enter the customer ID.

• Customer Name: Enter the customer name.

• Email: Enter email address.

• Payment Group: Select the currency.

It shows the following listing:

• Customer ID: It shows the customer ID.

• Customer Name: It displays the customer name.

• Balance: It display the balance amount in USD etc.

Click on Customer ID, or navigate to the following path:

You can see the account statement detail tab. It shows the Summary, Filter record and Balance forward in USD().

Note: If you support multiple currencies, it is important to choose the currency for which you want to view the statements from the drop down list.  Control panel will list statements according to the payment group (currency).