Select this option to use the current month or the oldest due date of a customer.
Enter Statement PeriodSpecify the period for the customer statement (dates are inclusive).
Start DateIf Enter Statement Period was selected, this specifies the Start date for the customer statement (inclusive).
End DateIf Enter Statement Period was selected, this specifies the End date for the customer statement (inclusive).
Send EmailYou 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.
Users with viewer-only privileges will be unable to send email.
GenerateYou can download a customer statement as a PDF file by clicking the Generate button.