# Export customer account statements to Excel and PDF

**URL:** <https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918>\
**Category:** Ideas & feature requests\
**Tags:** idea-completed\
**Created:** [8 March 2022 16:21 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918 "2022-03-08T16:21:32Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![felicity-taylor](https://community.breww.com/user_avatar/community.breww.com/felicity-taylor/32/555_2.png) [@felicity-taylor](https://community.breww.com/u/felicity-taylor)\
**Post date:** [8 March 2022 16:21 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/1 "2022-03-08T16:21:32Z")

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It would be useful to have the ability to export the customers account statement in Breww to excel . This will enable the customer to request a report for their transactions if ever there is a query with payments being made and not being allocated correctly

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**Author:** ![joe-ensall](https://community.breww.com/user_avatar/community.breww.com/joe-ensall/32/427_2.png) [@joe-ensall](https://community.breww.com/u/joe-ensall)\
**Post date:** [8 March 2022 16:31 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/2 "2022-03-08T16:31:16Z")

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Thanks for posting this on the community Felicity.

I will make sure to update you if there are any developments on this and if anyone else would find this useful, please vote for the feature using the button above.

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**Author:** ![matt-cousins](https://community.breww.com/user_avatar/community.breww.com/matt-cousins/32/3876_2.png) [@matt-cousins](https://community.breww.com/u/matt-cousins)\
**Post date:** [15 August 2022 16:17 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/3 "2022-08-15T16:17:23Z")

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There are a few different request threads for improvements to customer statements. I have combined them into one here. Please vote for this idea using the button above if you think it would be helpful. Please feel free to add any of your own thoughts!

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**Author:** ![jack-tavare](https://community.breww.com/user_avatar/community.breww.com/jack-tavare/32/3699_2.png) [@jack-tavare](https://community.breww.com/u/jack-tavare)\
**Post date:** [12 October 2021 15:18 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/4 "2021-10-12T15:18:14Z")

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Thanks for the reply Matt.

A button to send directly to the customer in future would be great. As a suggestion it would be great if we could get a statement showing only outstanding invoices/credit notes as well as the full activity one showing now.

Cheers

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**Author:** ![sean-goddard](https://community.breww.com/user_avatar/community.breww.com/sean-goddard/32/681_2.png) [@sean-goddard](https://community.breww.com/u/sean-goddard)\
**Post date:** [15 August 2022 15:36 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/5 "2022-08-15T15:36:32Z")

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Hi Matt,

Is there anyway we could get a more powerful tool for printing and arranging statements?

I’d like Breww to generate a statement of orders between certain dates and maybe some extra filter options.

Sean

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**Author:** ![ben-duck](https://community.breww.com/user_avatar/community.breww.com/ben-duck/32/609_2.png) [@ben-duck](https://community.breww.com/u/ben-duck)\
**Post date:** [31 January 2022 20:08 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/6 "2022-01-31T20:08:30Z")

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Hi, it would be very useful to be able to generate an account statement for an entire customer group in one go rather than having to do so for each individual customer in the group.

Thanks  
Ben

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**Author:** ![gijs-van-wiechen](https://community.breww.com/user_avatar/community.breww.com/gijs-van-wiechen/32/434_2.png) [@gijs-van-wiechen](https://community.breww.com/u/gijs-van-wiechen)\
**Post date:** [29 September 2022 08:32 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/7 "2022-09-29T08:32:47Z")

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Hi.

any progress in this?

Exportable account statements would be very welcome as the current statement is not clear enough to send to customers in my opinion.

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [3 October 2022 10:44 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/8 "2022-10-03T10:44:46Z")

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We’ve been very busy with other improvements and I’m afraid we’ve not got to this one yet. We will always update you on the feature request thread on the community if progress has been made on a task. Don’t worry, we won’t complete a request and leave it up to you to notice 👍 Thanks.

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**Author:** ![russ-clarke](https://community.breww.com/user_avatar/community.breww.com/russ-clarke/32/1677_2.png) [@russ-clarke](https://community.breww.com/u/russ-clarke)\
**Post date:** [27 July 2023 14:43 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/10 "2023-07-27T14:43:59Z")

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Hey Luke,

Another request here for more functionality on customer statements - the ability to export as Excel would be great - or just view outstanding invoices etc. would also be useful.

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [2 August 2023 09:47 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/11 "2023-08-02T09:47:23Z")

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Thanks @russ. Please can you vote for this thread? Comments are really useful (thank you), but they don’t “count as votes”, so voting is really important and I can see that you haven’t actually voted for this. You can find out more information on [how to vote and generally how we manage feature requests](https://community.breww.com/t/posting-ideas-feature-requests-for-breww/22).

You can view the outstanding invoices for any customer easily by going to the Customer then to the **Orders, credit notes & payments** tab, you’ll see a section labelled **Unpaid orders**.

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**Author:** ![tim-longstaff](https://community.breww.com/user_avatar/community.breww.com/tim-longstaff/32/1727_2.png) [@tim-longstaff](https://community.breww.com/u/tim-longstaff)\
**Post date:** [17 January 2024 14:11 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/12 "2024-01-17T14:11:28Z")

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Any updates on this functionality?

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [22 January 2024 10:14 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/13 "2024-01-22T10:14:32Z")

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I’m sorry, but there’s no update to report on this yet. We’ve been busy working on other requests, but do hope to get to this in the future. Please make sure you have voted for it (if you haven’t already).

Please see [How do I know if there’s been an update on a feature request?](https://community.breww.com/t/posting-ideas-feature-requests-for-breww/22#how-do-i-know-if-theres-been-an-update-on-a-feature-request-9)

Thank you 😄

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**Author:** ![hector-estevez](https://community.breww.com/user_avatar/community.breww.com/hector-estevez/32/2258_2.png) [@hector-estevez](https://community.breww.com/u/hector-estevez)\
**Post date:** [21 February 2024 21:17 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/14 "2024-02-21T21:17:45Z")

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I want to add that it would be great to be able to create statements for customer groups too.

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [23 February 2024 15:56 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/15 "2024-02-23T15:56:20Z")

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Thanks, Hector.

Please don’t forget to vote. That’s the single most important thing you can do to help get a request that I’d like implemented 👍

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**Author:** ![marc-medland](https://community.breww.com/user_avatar/community.breww.com/marc-medland/32/1284_2.png) [@marc-medland](https://community.breww.com/u/marc-medland)\
**Post date:** [8 April 2024 09:17 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/16 "2024-04-08T09:17:26Z")

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Hi, Not being able to send a professional looking statement is frustrating. The function you have at the moment is a full activity statement. Customers really need to be able to receive a monthly statement showing just the unpaid invoices. Currently I have to log in to Xero to get a statement PDF out to a customer

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**Author:** ![etta-bull](https://community.breww.com/letter_avatar_proxy/v4/letter/e/779978/32.png) [@etta-bull](https://community.breww.com/u/etta-bull)\
**Post date:** [6 August 2024 10:53 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/17 "2024-08-06T10:53:44Z")

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There are three things which I think are missing / need addressing:

The statement cannot be customised with logo, address etc.  
The statements cannot be emailed directly from Breww.  
There is no function to auto send a monthly statement to all customers; I’m just about to do them individually which is going to take HOURS!!

Could we please make this a bit easier?!

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**Author:** ![mazen-hajjar](https://community.breww.com/letter_avatar_proxy/v4/letter/m/bb73d2/32.png) [@mazen-hajjar](https://community.breww.com/u/mazen-hajjar)\
**Post date:** [18 December 2024 11:14 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/18 "2024-12-18T11:14:17Z")

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It is important to send professional-looking statements and potentially schedule them end of the month. Clients expect it here in Australia.

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [7 March 2025 11:46 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/20 "2025-03-07T11:46:06Z")

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I’m pleased to confirm that you can now export customer account statements to Excel and as a PDF 🎉

We hope this is helpful, and thank you to everyone who voted for this request 😄

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**Author:** ![fred-helmer](https://community.breww.com/user_avatar/community.breww.com/fred-helmer/32/3733_2.png) [@fred-helmer](https://community.breww.com/u/fred-helmer)\
**Post date:** [11 March 2025 10:07 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/21 "2025-03-11T10:07:56Z")

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Heya Luke, how can I export to Excel? I can only see the option for PDF at the moment.

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [12 March 2025 17:40 UTC](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918/22 "2025-03-12T17:40:25Z")

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Hey Fred, the two export options should be in the same export drop-down at the top-right of the statement.

 ![Screenshot 2025-03-12 at 18.37.18](https://breww-community.fra1.digitaloceanspaces.com/original/2X/8/8179141783159f48dd1e92a0a22c480b803e825b.png)

Or are you looking at a different export button for the PDF?

[Next page](https://community.breww.com/t/export-customer-account-statements-to-excel-and-pdf/918.md?page=2)
