Reports and forms

To email customer statements

Note:  QuickTime 4 (or newer) must be installed on your computer

Mac OS X Users - IMPORTANT!

  1. Click the Print/Email Statements button in the Sales Command Center.


  2. Click the To be Emailed tab.


  3. Select the type of statement you want to email by selecting either Activity or Invoice:


    Invoice statements include all open invoices with payments, if any, and their corresponding balances. Quotes and orders never appear on an invoice statement.
    Activity statements include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on an activity statement.
  1. If you wish to lengthen or shorten the list of statements that appear in the window to be emailed, click the Advanced Filters button. (Advanced Filters window)


  2. If you want to change an entry in the Email Address, Subject or Message fields for a statement, highlight the statement in the list; change entries as you wish.


    If you want to change the entries in the Subject or Message fields for all of the statements you'll send, click the Email Defaults button. (Email Defaults window)
  1. Click Send Email. The email has been sent to your default email program's outbox. Send the file from your email program as you normally do.


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