With Shine, you can export an account statement for a specific customer in your customer database.&nbsp;<hr>&nbsp;The account statement is an overview of payments and withdrawals on an account. This means that you can see how much a specific customer owes or is owed by your company.The account statement can also be used to double-check whether it matches the invoices your customer has received from you.<h2>&nbsp;</h2><h2>Customer account statement export in few steps</h2>On order to access to export the file, you have to:<ul><li>Go to the Contacts details (Invoicing tab &gt; Customers)</li><li>Select a specific customer</li><li>Click on More</li><li>Select Account statement</li><li>Choose the Period and the Export type (PDF, HTML, CSV, Excel)</li><li>Click on Export</li></ul>

If you have any problems or questions, please do not hesitate to contact our Customer Support at the e-mail address: support@shine.co.

Export account statements for a customer

Customer account statement export in few steps

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