How to produce a detailed customer statement in Smart Pro
A customer statement with invoices and their items, receipts and the closing balance, ready to print or send to the customer as a PDF.
Steps in this video
- 1
Click the account field and choose the customer
- 2
Set the period: from the start of the month
- 3
The first line is the opening balance
- 4
Tick “Item details” to see invoice lines
- 5
Each invoice with its items, quantities and discount
- 6
Receipts reduce the customer’s balance
- 7
At the end, the total: a balance of 15,440 due
- 8
Print the statement or send it to the customer as a PDF
Who is this for?
A customer statement with invoices and their items, receipts and the closing balance, ready to print or send to the customer as a PDF. Recorded inside Smart Pro 12.1 with the Arabic interface (a full English interface is coming in the next update). The same steps work on every computer and branch.
This screen is part of:
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