--- title: Customer statements report description: Now that you can easily generate and/or email statements for each customer, you may want to take a look at some other customer reporting features that Paragon has to offer: --- [Skip to content](https://support.paragon-erp.com/customer-statements-report#main-content) English Show submenu for translations [![paragon logo-1.png\]](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo-1.png?width=240&height=75&name=paragon%20logo-1.png)](https://support.paragon-erp.com/?hsLang=en) - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) Open main navigation Close main navigation - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) - English Show submenu for translations - [Go to website](https://www.paragon-erp.com/) [Go to website](https://www.paragon-erp.com/?hsLang=en) Welcome! Search our Knowledge Base. - There are no suggestions because the search field is empty. 1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en) 2. [Finance](https://support.paragon-erp.com/finance?hsLang=en) December 10, 2025 # Customer statements report ### Introduction It is important to keep your customers updated on their outstanding balances, and utilizing a standardized document for customer statements is a common industry practice. By simply clicking the **print** or **email** button on each customer's profile, you can generate a comprehensive customer statement that includes details on any unpaid invoices, account credits, or miscellaneous payments.   #### **Print customer statements** To generate the PDF output for the customer statement, click the **print** button in the customer action list:  ![](https://support.paragon-erp.com/hs-fs/hubfs/Print%20statement-jpg.jpeg?width=114&height=147&name=Print%20statement-jpg.jpeg)   ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-41-27-2007-PM-1-1-3-1.png)   If the customer has transactions in various currencies, the customer statement will be grouped and sub-totaled by currency:   ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-41-29-0683-PM-1-1-3-1.png)   #### **Print multiple customer statements** If you want to print multiple customer statements at one time, select multiple customers using the check boxes at the left side of the customer list view screen. This will activate the **bulk actions** option at the top right hand corner of the list view screen. ![](https://support.paragon-erp.com/hs-fs/hubfs/Print%20bulk%20statements-jpg.jpeg?width=1831&height=806&name=Print%20bulk%20statements-jpg.jpeg) Click on the **bulk actions **tab to reveal the small module below. ![](https://support.paragon-erp.com/hs-fs/hubfs/Bulk%20print%20statement-jpg.jpeg?width=375&height=201&name=Bulk%20print%20statement-jpg.jpeg) Click on **print **to print the customer statements that you selected. You will see the following screen. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-12-10%20091234-png.png?width=477&height=360&name=Screenshot%202025-12-10%20091234-png.png) Check the option to proceed, and then the **accept **button. The statements will print, followed by the following screen that confirms how many statements printed. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-12-10%20091602-png.png?width=349&height=495&name=Screenshot%202025-12-10%20091602-png.png) #### **Email customer statements** To send the customer statement by [email](https://support.paragon-erp.com/configuring-company-email?hsLang=en), click the **email** button in the customer action list: ![](https://support.paragon-erp.com/hs-fs/hubfs/Email%20statement-jpg.jpeg?width=116&height=149&name=Email%20statement-jpg.jpeg)    #### **How to edit the customer statement** You might want to change the layout of the customer statement. This is how you would do that.  Go to the **settings** screen, under the **reports & data** card, you will find the **report template editor.**   ![](https://support.paragon-erp.com/hs-fs/hubfs/Report%20template%20editor-jpg-3.jpeg?width=1810&height=827&name=Report%20template%20editor-jpg-3.jpeg)   You can edit the general layout of the default template or create a new one.  ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-41-25-6468-PM-1-1-3-1.png)   To create a new template, click the **add new** button: ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-41-30-8386-PM-1-1-3-1.png)   Give your template a name, select **Customer Statement,** and click the **accept** button.   ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-41-31-6074-PM-1-1-3-1.png)   Then you can configure which template to use in the [print and email configuration screen](https://support.paragon-erp.com/how-to-configure-conditional-custom-pdf-printing-and-emailing?hsLang=en). ![](https://support.paragon-erp.com/hs-fs/hubfs/Print%20and%20Email-jpg-1.jpeg?width=1826&height=773&name=Print%20and%20Email-jpg-1.jpeg)        #### **What's next?** Now that you can easily generate and/or email statements for each customer, you may want to take a look at some other customer reporting features that Paragon has to offer: [General WIGO Reporting](https://support.paragon-erp.com/wigo-business-intelligence-reporting?hsLang=en) [Customer History WIGO Report](https://support.paragon-erp.com/customer-and-vendor-history-wigo-reports?hsLang=en)         - 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