Customer Statements

Question asked by Luan Rowley 7 years ago

How do I email a pdf statement to a customer?

1 Reply

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:

file

Tommy

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Attach images by dragging and dropping or upload
 

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