Send statements to a single account

You can send statements to a single account.

Send statements to a single account

  1. From Contacts, select Accounts.
  2. Search for the account.
  3. Double-click the appropriate account card and select Open Account.

    4. The account card is displayed.

  4. Select the Statements tab.

  5. Under Send Statement Option, select Email Statements to and enter the new email address.

  6. Click Save.
  7. To email the statement, click Email

  8. Choose a template to use for this account customer and OK.

    A confirmation message is displayed.

  9. To finish, click OK.

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