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:
Go to the Customer information page:
Find the customer and get into the customer's page
Hit top right Other - Send Statement
Input the customer's email address, also the time frame for their statements.
Then the customer will get their statement in their email inbox.
To set up bank details:
Go to Features - Accounts - Settings:
Put your payment details and additional notes here.
Then it will be attached to the end of the statement:
