Fred Office Plus
You can send statements to a single account.
Send statements to a single account
- Go to Contacts, then select Accounts.
- Search for the account.
- Double-click the appropriate account card and select Open Account.
- Select the Statements tab.
- Under Send Statement Option, select Email Statements to and enter the new email address.
- Click Save.
- To email the statement, click Email.
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Choose a template to use for this account customer and click OK.
A confirmation message displays.
- To finish, click OK.