Web Dashboard: Print a Customer Statement

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

2. Select Customers from the left navigation.

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

4. Click on the View Statement button.

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

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

7. The statement displays.  Click on Print.

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

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