VIEW STATEMENT

Track Every Transaction: Master the Client Statement 

The Client Statement gives you a full, transparent view of every financial move tied to a client—past, present, and what's coming up. It's your go-to for transaction history and quick actions 

 Accessing the Statement

Head to:
Client’s Profile → Click Balance → Click View Statement

 Quick Actions at the Top

Once inside, you’ve got 3 powerful options to take control:

1. Receive Payment
   
   
   • Use this to collect any outstanding balance instantly.
     
     
2. Add Payment Reminder
   
   
   • Create a due-date-based reminder to gently nudge your client later.
     
     
3. Opening Balance
   
   
   • Set a starting balance (use negative value if the client owes you, e.g., -180)
     
     
   • Add a note and click OK
     
     

Transaction Table – The Full Timeline

You’ll now see every transaction recorded from day one, including:

• RCT, INV, CN Numbers
  
  
• Date, Description, Notes, Amount
  
  
• Cumulative Balance (how much is owed or paid after each step)
  
  
• Branch (where the transaction happened)
  
  

 Under Actions, you can:

• Edit (e.g. change the branch name if needed)
  
  
• Delete a transaction (if done in error)
  
  

 Bonus Tools

• Export to Excel  – Share, analyze, or archive with ease
  
  
• Edit Columns  – Show more (or less) based on what matters to you