Click on the correct client you want to send the statement to
4
Click on History
5
Click on Invoices
6
You can see all the invoices
7
Click on Options
8
Click on View Statement
9
You will get redirected to the Statement page
10
Tick All Invoices
11
Select the Start Date the client requested
12
Select the month
13
Select the year
14
Click on 1
15
Select the end date
16
Click on the end date
17
Click on SEARCH
18
It will show all the invoices within the dates selected
19
Click on Forms
20
You will get redirected to Forms tab
21
Make sure "Statement" on the form type
22
Click on VIEW to review the Statement before sending. Statement will appear in the new tab. Review the statement.
23
After reviewing, update the script depending on how the client requested the statement.
24
Click on SEND
25
Click on OK
26
Click on OK
27
Click on FINISH
28
Click on SAVE AND FINISH
Well done!
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