From the Customer Profile, go to Customer Tools, click on Statement.
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In the statement screen, you can select invoices to email along with the statement, check off the invoices you wish to email, and click Email.
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Next the “Send Documents” screen will pop-up. Here you can add emails from the dropdown, type a new email, or add your own email. Make sure there is an e-mail address in the “Emails” field prior to sending.
Enter a Subject and add any Notes you wish to add.
Make sure any additional attachments you want to send are checked off, in this case we want the statement checked.
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Additionally you can click on “Add Open Invoices” and the system will add ALL open invoices for this customer.
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Click on “Send Email” once all fields are completed.
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