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info654
December 16, 2019
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Can I check the date I sent a customer a statement?

  • December 16, 2019
  • 1 reply
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Best answer by Becky29

Hello info654

 

Welcome to the Community.

 

You could use the Audit log to find a date where you have sent a statement. Cog>Audit log.

 

When in the Audit log you could filter your search by clicking into filter and selecting statements so all statements will show, If the statement has been sent it will show as emailed.

 

Or as another way you can go into Sales > all Sales > and filter to statements and check the statement date, however this can show untrue if it has been manually edited.

 

I hOpe this answers your question.

 

Thanks ^Becky

 

 

 

 

1 reply

B
Becky29Answer
December 16, 2019

Hello info654

 

Welcome to the Community.

 

You could use the Audit log to find a date where you have sent a statement. Cog>Audit log.

 

When in the Audit log you could filter your search by clicking into filter and selecting statements so all statements will show, If the statement has been sent it will show as emailed.

 

Or as another way you can go into Sales > all Sales > and filter to statements and check the statement date, however this can show untrue if it has been manually edited.

 

I hOpe this answers your question.

 

Thanks ^Becky

 

 

 

 

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