To generate a statement:
- Select Billing from the left navigation area.
- Select the Actions button.
- Select Generate Statement.
- On the Generate Statement window, select the Customer.
- Select the Date Range for sales from the drop down list. Or enter the From and To dates to define the range.
- Enter the Email address for where to send the statement.
- Select Send Statement.
Statements can also be sent from a users profile by going to Transactions, then clicking Actions, Generate statement.