We have a video guide on how to generate customer statements for your account customers - ? Generating Customer Account Statements Considerations Customer statements are generally printed and sent once a month and are only used if you have customer ...
Before trying to email statements, you must have all your email account settings set up correctly. For more information, click HERE. Account customers can receive their account statements by email. Follow the steps below to enable this. Enable ...
The Customer Transaction Log report will give you a chronological history of all transactions and statements for a particular customer. Generating the Report On the Main Screen of Retailer, click on the Customer screen. Click on the magnifying glass ...
After statements have been generated and/or printed, they can be reprinted as many times as you would like. Statements can be printed for individual customers OR in bulk according to a particular date or date range. PDFs of customer statements are ...
Direct Mail Solutions is an Australian mail house that can manage the printing and bulk mailing of your customer statements. Please contact Direct Mail Solutions if you're interested in their services before attempting to send statements using this ...