How can I see IF a statement has been emailed to a customer? How can I see a list of emails sent to customers given a range of dates? How can I view these emails?

Thanks for submitting your queries in the Community space, Hahns. Let me address your questions about customer statements and emails.

To check if a statement has been emailed to a customer, you can review the Audit Log. Here's how:

1. Go to the Gear icon.
2. Select Audit Log.
   
   
   
   
3. Pick the User.
4. In the Date Changed dropdown, click the desired period.
5. Choose Statements in the Events dropdown.
   
   
   
   

Regarding the list of emails sent to customers given a range of dates, you can also refer to the Audit Log by filtering the date range.

Finally, you can view emails to your customers if you enable the option to email a copy to your email address. Please refer to the steps below:

1. Go to the Gear icon and choose Account and Settings.
   
2. Tap the Sales tab. Find the Messages section and click the pencil icon.
   
   
   
   
3. Tick the Email me a copy at (email address) checkbox.
4. Hit Save, then Done. 
   
   
   

If you have additional questions about handling customer statements and emails, please let me know by adding a reply below.