How to send a customer statement in Quikpair

Show a customer exactly what they owe and why.

Steps

1. Open the customer and choose Statement.
2. Set the date range and sort order if you need to.
3. Check the opening and closing balances.
4. Tap Share statement to send it by WhatsApp or SMS — as a link, or as a PDF. See Send a statement as a PDF.

   

   • 1 Share statement
   • 2 PDF

Good to know

• The link is permanent and needs no login, and is excluded from search engines.

Related steps

• Send a statement as a PDF