How the shared customer statement works in Quikpair

The page a customer opens from the link you send — their whole account, without a login.

Steps

  1. Send them the statement — see Send a customer statement.
  2. They open Account Statement: opening balance, every transaction, and the closing balance.
    What the customer sees on a statement, step 2, on a desktop browserWhat the customer sees on a statement, step 2, in the mobile app
  3. Quick Period gives them This month, Last month and so on; Custom Range takes their own dates.
  4. Filter Transactions narrows it to charges or payments.
  5. Download PDF Statement saves a copy.
  6. Repair Details on a repair line opens what was done to that device.

Good to know

Related steps