How Do I Print A Statement For A Customer?

To print Statements for your customers, click on the [Reports] tab, select the [Statements] Report from the list and click on the [Continue] button.

Choose the options for the report as detailed in the above section.

Click on the [Preview] or [Print] button as required. The Preview also allows you to email your statements or save as an Excel, PDF or rtf document.

Please Note: If you choose to Email the statement to your customer, make sure you select that customer only. If you select multiple customers the email will include all those selected.