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How to Manually Create & Send a Statement

How to create & send a statement for a single account

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Written by Matt Panton
  1. Open the customer's account and go to the Payment tab and look for the Statement option near the top right once you're there.
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2. Now you'll just need to select the start and end dates for the time the statement needs to cover and select Submit.
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Once the statement is created, you'll see the option to Send (will have the option to email if available) or Print it within the customer's Payment tab.
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