Generate an account statement

An account statement provides a summary of all transactions on a customer’s account over a selected period. This includes invoices, payments, credits, and the current outstanding balance.

Statements are commonly used to give customers a clear view of their account activity or to follow up on outstanding amounts. By consolidating all transactions into a single document, they help improve transparency, support reconciliation, and reduce billing queries.

In Utilmate, you can generate an account statement to:

• View a complete history of charges and payments
• Share a summary of the account with the customer
• Support payment follow-up or account reconciliation

Account statements can be generated and downloaded in PDF format for customers. 

Click on the Accounts Receivable menu, then Transaction List and select Generate Statement from the Other Actions drop-down menu.

Once generated, the account statement will download the PDF document to your computer.