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May 3, 2022
Question

Can I do monthly statements

  • May 3, 2022
  • 1 reply
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1 reply

May 3, 2022

Hello Supremerruckandt, Thanks for reaching out to the Community! You can do monthly statements for your customers. You can do this in a few ways either the + new symbol then statements then select statement type and dates and customers you want to send that to. Or if it is for a specific customer you can within the customer section go to the new transaction drop-down in the top right and select statement and again statement type( transactions statement, balance forward or open item are the options).