Print/email a customer statement

Workshop Software gives you the option to print a statement for an individual customer as well running a report to generate statements for all account customers.

1. To generate a statement for one customer search for and bring up the customer’s details.  Enter the customer name into the search bar at the top of the page and then click onto their name to open the Customer Details screen;

2. Click on the ‘arrow’ icon at the top right of the screen to open the statement menu, select to either ‘print’ or ’email’ the statement to the customer;

3. Either you select to print or email the customer statement,  a new window will pop-up and then select a Begin and End dates.

4. If you choose to print the Customer Statement, a report will be generated in a new tab. If you choose to email the customer statement, click ‘next’ and then enter email address, Subject, and the message.