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Web Dashboard: Print a Customer Statement

1. From your computer, log into the Web Dashboard.

 

2. Select Customers from the left navigation.

01-Customers.png

 

3. Click on the name of the customer you want to send a statement to.

02-Select.png

 

4. Click on the View Statement button.

03-ViewStatement.png

 

5.The default date range is the current calendar year.  To change this, click on the drop down.

04-thisYear.png

 

6. Select your date range and click Apply.  In this example, we're selecting Last Month.

05-ChangeRange.png

 

7. The statement displays.  Click on Print.

06-Print.png

 

8. The print version of the statement displays and the print dialog displays.  Save to a PDF.

07-PrintToPdf.png

 

9. This is what the printed/PDF statement looks like.  Send the PDF from your email account.

08-WhatItLooksLike.png

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