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elena-indent
Level 1

Can you please let me know how to find a statement for a customer done a month ago and I want to send it again instead of doing all over again?

I have the number but I dont know how to re,collect the same statement
1 Comment 1
Bonny_
Moderator

Can you please let me know how to find a statement for a customer done a month ago and I want to send it again instead of doing all over again?

Hi elena-indent,

 

You can generate a Statement List Report to find the exact statement you sent a month ago, and resend it again.

 

To do this:

  1. Navigate to Reports on the left menu.
  2. Under the section Who owes you, select Statement List.
  3. Select the Statement Number of the statement that corresponds to the desired statement date.
  4. Select Send if you want to send the statement to the customer again.

Hope this helps!

 

Bonny