Automatically use month or oldest due

Select this option to use the current month or the oldest due date of a customer.

Enter Statement Period

Specify the period for the customer statement (dates are inclusive).

Start Date

If Enter Statement Period was selected, this specifies the Start date for the customer statement (inclusive).

End Date

If Enter Statement Period was selected, this specifies the End date for the customer statement (inclusive).

Send Email

You can email a customer statement as a PDF file by clicking the Send Email button. Your email settings must be set up before this operation can be completed.

Generate

You can download a customer statement as a PDF file by clicking the Generate button.