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Version 1 Current »

  1. Click on Sales

  2. Click Banking

  3. In the Banking screen, click Send Statements

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  1. Change the dropdown to Activity

  2. Enter the date from

  3. Enter the date to

  4. Enter the customer’s name (if needed)

  5. Enter a balance greater than to search or leave it as 0

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

  7. Click Display

  8. Select the record

  9. You can either email or print the statement

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