How to process a statement run via the sales ledger

Modified on Tue, 27 Aug at 11:35 AM

When the Email Statements option is used, it will automatically send statements via email to any account that has the Email Statements option checked and a valid email address entered in the Details tab. For accounts that do not meet these criteria, the statement will be printed instead.

To run statements:

  1. Navigate to the Sales Ledger and click on Statements.
  2. If you choose Print All Statements, it will print all statements without sending any emails.
  3. If you wish to email the statements, select the Email Statements option. This will email statements to accounts configured for email and print statements for any accounts not set up for email.





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