When I email a statement to a customer, where can I view a copy of the email? Or, how do I keep a copy of the email?

Hi stevestone100!

Yes, you view the statement you sent to your customer. You can find the logs in the Audit log report and the statement in the customer's transaction list. I'll guide you to check it.

Audit log:

1. Click the Gear icon and choose Audit log under TOOLS.
2. Select Filter and set the date range.
3. Select Statements in the Events section and click Apply.
4. Click Statement No. XXXX in blue text to see the details. You can also click on Print Preview when it opens.
   

Customer's transaction list:

1. Go to Sales and choose Customers.
2. Click the customer's name to open the Transaction List.
3. Select Filter, choose Statements under Type and click Apply.

That will do it. On the other hand, you can find more references by clicking on Help and searching for the topics you like.

If you have other questions about finding your customer's statements, please let me know. Have a good one!