Email Statements

The Email Statements screen is accessed via Sales/Hire > Email Statements and is for emailing customer statements in bulk.

Before proceeding, you should set up a new email template called Statement, as this template will be automatically selected when emailing out statements.

Use the Filters button to select any criteria as needed.

Click the Refresh button after selecting any Filters or changing the Statement Date (As At).

Click the first checkbox in the customer list to select all customers with outstanding balances, or just check off the customers you need.

Click the Email Statements button at the top-left to email off the statements.