How to Process a Statement Run via the Sales Ledger

Processing a statement run in the Sales Ledger allows you to send customer statements via email or print, ensuring all accounts receive their statements according to their preferences.

Steps to Run Customer Statements

1. Access the Sales Ledger

• Navigate to Sales Ledger
• Click on Statements

2. Choose How to Send Statements

Option 1: Email Statements

• Select Email Statements
• This will automatically send statements via email to any account that has:
  ✅ The Email Statements option checked
  ✅ A valid email address entered in the Details tab
• For accounts that do not meet these criteria, the system will print their statements instead

Option 2: Print All Statements

• Click Print All Statements
• This will print all statements without sending any emails