Send an Account Statement

An Account Statement is a summary of all transactions within a given time period. You can send this statement to any of your Clients, which is especially useful for Clients in a Master/Sub relationship because you can send a single document to a Client rather than multiple Invoices in multiple Invoice Emails.

To send an Account Statement, follow these steps:

1. Navigate to a Client Account.
2. Click More.
3. Click Account Statement. The Account Statement will open in a new tab. You may need to disable your pop-up blocker to view this tab.  
   
   
   
   
4. Fill in all information desired for the details of the statement, then click Update. 
   
   
   
   
5. You type a Statement Message that will show at the top of the printed or emailed statement. 
   
   
   
   
6. Preview the Account Statement at the bottom of the page. 
   
   
   
   
7. Once your information is entered and the statement looks the way you want, click Print or Email at the top of your screen.