How to Create a Statement (Mobile)
- Tap on the More tab and go to Reports. Tap on the Statements
- Then, on the next screen, fill out all the details, such as the Customer name and the filters for the Start and End date. Tap Apply.
- On the New Statements screen, select the transaction that you want to include in your statement. You can now either preview or send your statement.
- Tap Share PDF, then tap the share icon in the top right corner and choose to email your statement or share it via text, Bluetooth, or social media.