Generating a Statement

To generate a statement:

  1. Select Billing from the left navigation area.
  2. Select the Actions button.
  3. Select Generate Statement.
  4. On the Generate Statement window, select the Customer.
  5. Select the Date Range for sales from the drop down list. Or enter the From and To dates to define the range.
  6. Enter the Email address for where to send the statement.
  7. Select Send Statement.

Statements can also be sent from a users profile by going to Transactions, then clicking Actions, Generate statement.