> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/sales/customer-section/customer-statement.md).

# Customer Statement

### What is the Customer Statement module?

In an ERP system, the Customer Statement module plays a pivotal role in facilitating transparent and efficient communication between businesses and their customers regarding financial transactions. This module generates detailed PDF statements for each customer. It offers a concise summary of their account activity, including opening balances, due amounts, and overall balances for various business documents such as customer invoices and credit memos.

<figure><img src="/files/av4s90jpoaX5oeLzIcqP" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To access the Customer Statement module, go to Menu > Sales > Customer Section > Customer Statement
{% endhint %}

### Use Cases

Customer Statements serve as valuable tools for businesses to keep customers informed about their financial obligations and to prompt them to settle any outstanding payments. By providing a comprehensive overview of account activity, these statements enable customers to review their transactions and identify discrepancies, fostering trust and transparency in the business relationship.

One of the key features of the Customer Statement module is its ability to generate detailed reports for individual customers, offering a granular view of their balance composition. These reports include a breakdown of invoices, deposits, credits, and other transactions contributing to the customer's overall balance. This level of detail empowers businesses to address customer inquiries efficiently and resolve any discrepancies effectively.

Users can access the Customer Statement module within the ERP system to run reports seamlessly. The primary objective of these statements is to provide customers with clear insights into their account activity and outstanding balances, ultimately fostering better communication and collaboration between businesses and their customers.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.xorosoft.com/xoroerp-1/sales/customer-section/customer-statement.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
