Customer Statement

What is this feature?

Why is it needed?

1. To clearly show bills, payments, and balance due
   
2. To avoid confusion or disputes
   
3. To easily print or download a PDF statement
   
4. To help both store and customer understand who owes how much
   

Who uses it?

1. Store Owner / Admin: Creates and shares the statement
   
2. Customer: Checks bills, payments, and remaining balance
   

Where is it found?

How does it work?

1. Select a customer
   
2. Select a date range
   
3. Click Generate Statement
   
4. View summary on screen
   
5. Download or print PDF
   

What information is shown?

1. Opening Balance
   
2. Total Invoiced Amount
   
3. Total Payments Received
   
4. Balance Due
   

1. Date
   
2. Type (Invoice, Payment, Advance, etc.)
   
3. Description
   
4. Order Amount
5. Payment Amount
6. Balance
   

Types of transactions included

1. Invoice generated
   
2. Payment received
   
3. Order edit or adjustment
   
4. Sales return / credit note
   
5. Customer advance
   

PDF features

1. Professional layout (like a bank statement)
   
2. Store logo & details
   
3. User Detail, Date & Time of PDF generation 
4. Same format on all devices
   

Important rules

1. Customer and date must be selected
   
2. Balance Due = Opening + Invoices − Payments
   
3. PDF should load fast and show correct data