Introduction

Need to show a customer what they owe or what they’ve paid? XSite makes it easy to generate and print a full statement. You can also export the file to Excel if you need a digital copy for your records.

Printing Customer Statements in XSiteIO

1. From the side menu, go to ‘Price Book’, then select ‘Accounts’ > ‘Receivable’.
2. Use the ‘Sites’ dropdown to pick your store location.
3. Select the customer from the dropdown next to the site menu.
4. Use the calendar tool to choose the date range you want the statement to cover.
5. A list of charges and payments for that time frame will appear.
6. Click ‘Export’ to download an Excel file, or click ‘Print’ for a paper copy.

Printing Customer Statements in XSite Classic

1. From the side menu, go to ‘Accounts’, then click ‘Receivable’.
2. Choose the store location from the dropdown at the top.
3. Select the customer you want to view.
4. Use the calendar tools to set the date range for the statement.
5. You’ll see a list of transactions for the dates you selected.
6. Click ‘Export’ to save an Excel version, or click ‘Print’ to print it out.