I’m happy to see in the Community today, jph_electrical.
Sending a customer statement from an iPad is unavailable at this time. You can consider logging in to your account using a browser and email the transaction from there.
Here’s how:
- Click the Plus icon at the top and then go to the Other column to choose Statement.
- Under the Recipients List section on the Create Statements page, mark the box of the entry you’re working on.
- Once done, scroll down to the lower right to hit the Save and send/Save and close menu.
Here’s an article with an overview of how to customize the transaction and steps to create one: Customer statements.
Additionally, the Compare mobile app features article contains a list of processes you can perform using the mobile application.
If you have any other concerns or additional questions, post a comment below. I’ll jump right back in to help further. Wishing you a good one.