Manage customer records and statements

Find a customer, review their account history, and open a statement.

Open the customer record

Review a customer’s properties, quotes, documents, contacts and account activity from the customer record. Check the statement period and bill-to details before printing or sharing it.

Screenshot: Manage customer records and statements. — ScapeLogic screen for: Manage customer records and statements.

Open Customers, choose a customer, and follow the statement link from the account record.

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