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How to Send a Customer Statement

Once you've created a customer statement, you can send it directly to the customer or print it for your own records. Go to Get Paid → Customer Statements.

Steps

  1. Go to Get Paid → Customer Statements.
  2. Select the customer and the statement type (Outstanding invoices or Account activity).
  3. Click "Create statement" to render it.
  4. Click "Send Statement" to email it to the customer, or "Print Statement" to print a copy.

Related Articles

  • How to Create a Customer Statement
  • How to Use Statements to Follow Up on Overdue Payments
  • How to Generate Statements for Multiple Customers

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