Accounts – Statements

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Accounts – Statements

Path: Account->Communications->Statements

The first part of the statements section shows the account’s statement details. From here you can edit the details.

Action: This can be set to ‘None’, ‘Email’, or ‘Post’

Statement group: This is used for grouping accounts for a statement batch.

Email: Is where you setup what email to use, you can; Use the company email, or

Use the email from a selected contact, or Specify an email

Post: Is where you setup what postal address to use, you can; Use the company address, or

Specify an address

The lower part of the statements section shows the statements that have been generated for the account. You can click on the attachment icon to show the .pdf statement.

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