--- title: "Customers: How to send/download Customer Monthly Statement" description: "Customers: How to send/download Customer Monthly Statement" --- [Skip to content](https://support.palletconnect.com/knowledge-base/customers-how-to-send/download-customer-monthly-statement#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Reports](https://support.palletconnect.com/knowledge-base/reports?hsLang=en) 3. [Transactions](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#transactions) # Customers: How to send/download Customer Monthly Statement ```` 1\. A Monthly Statement can be sent to a Customer in addition to, or instead of emailing individual invoices. This is carried out on the "Monthly Statement" page. 1. From the Main Menu, click on Customers. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-17/efd330a4-27d9-47c8-837c-b42f1231f1a9/user_cropped_screenshot_37c9299e2452433bb29cdb815c459f80_text_export.jpeg) `` 2\. 2. Click "Monthly Statement" `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/00e8bbf7-9318-4d6c-aea3-8298f7b421be/ascreenshot_70faa16d00fa46df89fa21a96cdbe25e_text_export.jpeg) `` 3\. 3. The filter icon can be used to filter the report. Click 'apply filters' to save changes. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/8be80e8d-405f-4b39-bef7-10a1dc61321f/stack_animation.webp) `` 4\. 4. Select the Month and Year from the dropdown list. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/328b45a9-a216-4e10-9191-6646124e9d9b/stack_animation.webp) `` 5\. 5. The statement will show all Customers but can be filtered to a single company by using the search bar on the top right side of the list. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/3728a73e-3144-4517-b113-e5b43dfde5ff/ascreenshot_eed4fc5c6c4447dea7e8dde8198b67e8_text_export.jpeg) `` 6\. 6. Once filters are set, click "Send/download Statements". `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/82387743-7868-4e97-ae51-38eee82203a4/ascreenshot_fab767da67f14e02882ab57da9c63d94_text_export.jpeg) `` 7\. 7. Select the customer to contact. **NOTE:** If the report was filtered to only one Customer, only that name will appear. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/d9d36668-00ce-44aa-8e57-43d542c0befc/ascreenshot_8653cd3c39974034a1ddcb0f0447405e_text_export.jpeg) `` 8\. Use SEND AS EMAIL action button to complete. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/4fd3fe7b-d6ca-4364-91fe-b15b4d75d9be/ascreenshot_5c6d08bd97714d3f94c291090784c055_text_export.jpeg) `` 9\. If needed, the statement can be downloaded as a PDF document also. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-03-13/b94aaf47-81f5-47cc-89ba-536cc3ceafe6/ascreenshot_5567c519a6cf4007aabac2e6aee131a9_text_export.jpeg) `` 10\. 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