How to View/Print/Email Outstanding Statements

Click on Sales

Click Banking

In the Banking screen, click Send Statements

Change the dropdown to Outstanding

Enter the date (this will show outstanding balances up to the date, if orders were processed after the entered date, they will not appear in the statement)

Enter the customer’s name (if needed)

Enter a balance greater than to search or leave it as 0 to search for all balances over $0

Check this box if you’d like to see the invoices on the screen

Click Display

Select the record

You can either email or print the statement