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How to send statements
How to send statements

A Guide on how to send statements

Written by Caleb Fahrner
Updated over a week ago

In order to send out a statements in batch, first navigate to the “Admin” section of the page. From the drop down select “Statements”

From here select the account type you would like to have sent out. Then hit “Next”.

Next set the statement type you would like sent out along with dates you would like. Then hit “Next”.

Now enter in the email you would like it sent to or the PDF option for download and easy sending. Select Finish and the email will send!

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