Difference between revisions of "Statement"
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===In This Section=== | ===In This Section=== | ||
| − | This section lists all of the | + | This section lists all of the customer's transactions within the system for the last 3 months (click "Show Items Older Than 3 Months" to show everything). |
You can tick the box in the "Re-Send Document" column coupled with the "Re-Send Documents" button to send the customer copy documents. | You can tick the box in the "Re-Send Document" column coupled with the "Re-Send Documents" button to send the customer copy documents. | ||
There are also buttons to "Return to Customer Details", "View Statement as PDF" and "P" buttons next to each document to view the document as a PDF. | There are also buttons to "Return to Customer Details", "View Statement as PDF" and "P" buttons next to each document to view the document as a PDF. | ||
Revision as of 13:54, 2 November 2021
In This Section
This section lists all of the customer's transactions within the system for the last 3 months (click "Show Items Older Than 3 Months" to show everything).
You can tick the box in the "Re-Send Document" column coupled with the "Re-Send Documents" button to send the customer copy documents.
There are also buttons to "Return to Customer Details", "View Statement as PDF" and "P" buttons next to each document to view the document as a PDF.
