Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Original URL

If your customer has requested a statement, you can easily send one to your customer in a few simply steps.

...

Then click 'Prepare a statement':

...

You will be taken to a template for the email statement, which you can leave as it is, or you can amend if needed. When you are happy with the template, click on the 'Preview & Send' tab:

...

If you are happy with the preview of the email, click 'Send Email Statement Now'

...