Statements

How to Create a Statement (Mobile)

1. Tap on the More tab and go to Reports. Tap on the Statements
2. 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. 
3. 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.
4. 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.