How to View/Print/Email Activity Statements

Click on Sales

Click Banking

In the Banking screen, click Send Statements

Change the dropdown to Activity

Enter the date from

Enter the date to

Enter the customer’s name (if needed)

Enter a balance greater than to search or leave it as 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