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We are receiving increasing requests from many of our customer contacts asking if we can send Statements in Excel or CSV format. This could be done in the same way the customer receives an invoice as there is the option to download PDF / CSV or Print.

I agree, it also helps when trying to sort out mismatched payments and outstanding balances as clients don't always pay the right amounts or use the correct refs on payments.

We really need this function asap, please. Thanks

Is this a function yet?

Thanks for your idea, Carol.
Is there any particular reason you'd like to export to Excel? Or detail of what it would help you do?

We have been asking for this function for at least 5 years

To export customer statements to excel.

Purpose: Some clients would like to get an excel statement instead of PDF, because it is more convenient for them.