1. From the main screen of Retailer, click on Customers -> Customer Statements.
  2. Click on Setup.
    • In Path under PDF Location relates to where PDF statements are saved. Leave this setting unless you have a specific reason to change it.
    • Under Attachment Location, click on the  button. Navigate to your file, select it and click Open.
    • Under Direct Mail E-Mail Address, leave E-Mail as is unless you are using the Direct Mail Solutions service.
    • Under E-Mail Settings, type in a subject and/or an accompanying message.
    • Click Save and Close.