---
title: "How do I create a document showing customer credit in their profile?"
slug: "create-a-document-showing-customer-credit-in-their-profile"
updated: 2026-03-27T01:40:23Z
published: 2026-03-27T01:40:23Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a document showing customer credit in their profile?

## Problem

You need to generate a document that shows the credit your customers have in their profile.

## Solution

1. [Search](/v1/docs/use-search-in-servicetitan) for and go to the customer profile.
2. On the Customer Record, click the **More** icon on the top right and select **Statement Actions > Print Statement**.
3. The statement shows the unapplied credit at the bottom of the page, along with the date the credit was put into the system.
4. You can print this document for your customer or, alternatively, you can select **Email Statement** to send the statement to the customer through email.