Customer Statement

You may often encounter situations where you will want to view the activities between a Customer and yourself, their debts and credits. Kashflow handles this through a Customer statement.

Viewing the Statement

To navigate to a Customer’s Statement, take the following steps:

Customers > Click on the appropriate Customer > Statement > Select appropriate parameters > View Statement

Google Chrome

You can download the Statement as a CSV file, or as viewed in Kashflow as a PDF via the “Print Statement” option. There may be situations where you will want to share the information with the Customer themselves and this can be done through “Email Statement”; for information see here.

See how IRIS KashFlow works with your business and your books