Skip to main content
InvoicingTemplate.com main content
Sharing Is Caring! We do appreciate your efforts to let others know us!
Starting with version 8.11, you can easily email customer statement and account aging report.
- The customer's email address field has been correctly filled.
- The email settings are correctly filled. To set the options, click the "Settings" button on the "Invoice" ribbon tab, and then click the "Extract/Email" tab.
To email reports to customer:
- Open the "Reports" window by clicking the "Reports" button on the "Invoice" ribbon, or click the "New Report" button on one of the report worksheets.
- Make sure the "Customer Statement" tab or the "Aging" tab is active.
- Check "Email PDF report to customer" option is checked.
- Select the customers that you want to send reports to.
- Click "Generate Report".
- If there are multiple reports generated / sent, a log file will be shown once the operation is finished.