Level 15

Reports and accounting


Customers menu or Home Page.

Create Statements.

Put the Date, such as Today.

Pick the date range, such as Jan 1-Today.

Look on the Right. Select, such as Not for accounts at 0, and Not for accounts under .01.

I then Preview. If I like how it looks, I close the Preview and hit Email.

Pay attention to Preferred Send Method; I also use Customer Type, such as "ACH or not" and that allows me Not to send a statement to someone when I know I control the ACH activity.

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