From the Customer Profile, go to Customer Tools, click on Statement.
![](https://3plsupport.com/wp-content/uploads/2021/10/1-1-1024x286.png)
In the statement screen, you can select an email (from their contacts) in the dropdown menu and send a statement from this button.
![](https://3plsupport.com/wp-content/uploads/2021/10/2-1-1024x269.png)
You can also add additional contacts before sending the statement out by selecting another email from the dropdown menu and clicking “Add Email”.
![](https://3plsupport.com/wp-content/uploads/2021/10/3-1.png)
Scheduling Statements
You can schedule to automatically send the customer statements on a daily or weekly basis
![](https://3plsupport.com/wp-content/uploads/2021/10/4-1.png)
![](https://3plsupport.com/wp-content/uploads/2021/10/5-1.png)
Once you select the schedule, follow the above steps to Add Email(s) to this schedule, once you add the emails, click on Save email schedule.
![](https://3plsupport.com/wp-content/uploads/2021/10/6.png)