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Manually Creating & Sending a Statement
Manually Creating & Sending a Statement

How to create & send a statement for a single account

M
Written by Matt Panton
Updated over a month ago
  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.



2. Now you'll just need to select the start and end dates for the time the statement needs to cover and select Submit.



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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