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Welcome to the Community, @darrenpeoples195.
Let's go to the Create Statements page so you can open a PDF file when sending statements.
Just to clarify, are you trying to send statements from the Sales Transactions page? If so, you won't be able to open a PDF file when sending statements from there.
Here's how you can send statements with a PDF file:
You might want to read this article to learn more about statements: View Customer Statements.
Please don't hesitate to leave a comment below if you have any other questions. The Community team and I are always here to help.
Welcome to the Community, @darrenpeoples195.
Let's go to the Create Statements page so you can open a PDF file when sending statements.
Just to clarify, are you trying to send statements from the Sales Transactions page? If so, you won't be able to open a PDF file when sending statements from there.
Here's how you can send statements with a PDF file:
You might want to read this article to learn more about statements: View Customer Statements.
Please don't hesitate to leave a comment below if you have any other questions. The Community team and I are always here to help.
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