BridgeIT Tutorials

How to generate a statement for a guest

You can produce a statement for a guest if you or the guest would like to see a summary of their account transactions.

Open the account

Click on a booking.

Click View Account.

Open the statement

  • The Account Summary will appear.
  • Click Statement.

Choose to either:

  • Show all transactions, or
  • Show outstanding transactions.

Then click Download.

Choose Open or Save File to open or download the statement.

The statement shows all outstanding invoices for the guest.

If you would like to see a full history of the transactions in an account, please use the Client Transactions report.

Previous Article How to generate a pro forma invoice using Excel
Next Article How do I generate the credit note document?