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
