Sending Customer Statements

You can send statements to customers for their on account orders!

Updated over a week ago

This article will help you send customer statements to On Account customers.
To help them review and check their pending bills and get a full list of invoices.

To enable and learn more about the On Account feature, please read this article:

To send out customer statements:

  1. Go to the Customer information page:

  2. Find the customer and get into the customer's page

  3. Hit top right Other - Send Statement

  4. Input the customer's email address

  5. Then the customer will get their statement in their email inbox.

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