To send out customer statements:

This article will help you send customer statements to On Account customers.
To help them review and check their pending bills and get a full list of invoices.
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To enable and learn more about the On Account feature, please read this article:
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1. Go to the Customer information page:

   

    

2. Find the customer and get into the customer's page

   
   

    

3. Hit top right Other - Send Statement

   

4. Input the customer's email address, also the time frame for their statements.
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5. Then the customer will get their statement in their email inbox.

   

    

Go to the Customer information page:

Find the customer and get into the customer's page

Hit top right Other - Send Statement

Input the customer's email address, also the time frame for their statements.
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Then the customer will get their statement in their email inbox.

To set up bank details:

1. Go to Features - Accounts - Settings:

   

    

2. Put your payment details and additional notes here.

3. Then it will be attached to the end of the statement:
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Go to Features - Accounts - Settings:

Put your payment details and additional notes here.

Then it will be attached to the end of the statement:
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