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How to Manually send customer statements - Ind

Manually send customer statements - Individually


1.Go to Contacts from main menu


2. Search for the customer in the Search bar and select the customer.  You can see the main email and invoice email.


3.Go to Outstanding statement.


4. Click on Get Filtered Outstanding Statement


5. Click on Send Outstanding Statement


6. Once Send Outstanding Statement is clicked a pop up will appear with the recipient's name, an auto generated mail and load template as Outstanding Customer Statement Mail. Click on Send


7.Once Send is clicked it will be visible on log note



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