What is the process of creating and sending customer statements?
You can create and send the customer statements to let them know about their account balances.
Follow the given steps to create and send customer statements-
- First, click on sales.
- Click on customers tick to tick off the customers that you want to send the statements.
- Go to batch actions and create statements. The email address of the customer must be correct.
- To print, the actions click on to print or preview
- To email them click send and save.
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