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On the Customer Statements page, you can review, print and email customer statements for individual customers, or for a range of customers.

Customer not listed when emailing statements?

Make sure there's an email address in the Email (To) field in the contact's details.

To review, print or email a customer statement
  1. In the Sales menu, click the Customer statements link. The Customer Statements page appears.
  2. From the Send statements to list, select the customers you want to generate statements for—All CustomersCustomers with email addresses or Customers without email addresses.
    The list of customers appears below. You can select and deselect individual customers.
  3. If you want to include customers with a zero balance, select the $0.00 Balances option.
  4. Click Find Statements. All customers matching your selection criteria appear in the list.
  5. Deselect any customers in the list that you don’t want to generate statements for.
  6. If you want to review the statements, click Print statements. The statements appear as separate pages of a PDF, ready to review.
  7. If you want to print the statements:
    1. Click Print statements. The statements appear as separate pages of a PDF, ready to review or print.
    2. Click the print icon (  ). The Adobe Reader Print window appears.
    3. Choose your print options and click OK to print the customer statements.
  8. If you want to email the statements:
    1. Click Email Statements. The Email Statements window appears.
    2. If you want, edit the email Subject text.
      If you don’t want to use this as your default email subject text, deselect the Set text for Subjectas default option, which is selected by default.
    3. If you want, edit the email Message text.
      If you don’t want to use this as your default email message text, deselect the Set text for Messageas default option, which is selected by default.
    4. Click Send to email the customer statements. A message appears, telling you that you’ll soon receive a confirmation email, and that you should check this email for errors.
    5. Click OK. The Customer statements page reappears.

  FAQs


Why can't i select the statements that are displaying?

If you can see the statement but you are unable to select them, Click Find Statements and this should refresh the list and allow you to select them.