If you would like to see all of the quotes, invoices and credit memos that are linked to a certain customer, you can view their 'customer statement' by following the steps below:
- Go to 'Customers' from the menu on the left-hand side of the homepage
- Click on a customer
- In the 'Info' box on the top left-hand side, click 'View Customer Statement'
- You have the option to 'filter' and customise the date range
- You can then email or download all transactions linked to your customer in PDF format