Send an Account Statement

You can send an Account Statement to any of your Clients that is a summary of all transactions within a given time period. This 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, use the following 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.  

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  4. Fill in all information desired for the details of the statement, then click Update

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  5. You type a Statement Message that will show at the top of the printed or emailed statement. 

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  6. Preview the Account Statement at the bottom of the page. 

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  7. Once your information is entered and the statement looks the way you want, click Print or Email at the top of your screen.

 

 

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