AR Statements: review / print / email

Modified on Tue, 20 Jun, 2023 at 12:51 PM

1. Click "AR Statements"

Screenshot of: Click "AR Statements"


2. Search for customer.

Screenshot of: Search for customer.


3. Select customer.

Screenshot of: Select customer.


4. Click "OK"

Screenshot of: Click "OK"


5. Enter comment to include in statement.

Screenshot of: Enter comment to include in statement.


6. Check "Include Received Payments" box to show payments received.

Screenshot of: Check "Include Received Payments" box to show payments received.


7. Click "Print"

Screenshot of: Click "Print"


8. View Accounts Receivable Statements.

Screenshot of: View Accounts Receivable Statements.


9. Click "Send" to email statement.

Screenshot of: Click "Send" to email statement.


10. Enter email details to send statement via email.

Screenshot of: Enter email details to send statement via email.



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