Difference between revisions of "Statement"
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This section lists all of the customers transactions within the system for the last 3 months (click "Show Items Older Than 3 Months" to show everything). | This section lists all of the customers transactions within the system for the last 3 months (click "Show Items Older Than 3 Months" to show everything). | ||
Revision as of 10:55, 7 October 2021
In This Section
This section lists all of the customers 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.