Customer Statements
Question asked by Luan Rowley 7 years ago
How do I email a pdf statement to a customer?
Question asked by Luan Rowley 7 years ago
How do I email a pdf statement to a customer?
Hi Luan,
When viewing your customer's full statement, you should click the Email button. This will allow you to email their statement in a hyperlink to view. Alternatively, you can click the Export > PDF and download this where you can attach this to future emails, please see the example below:
Tommy