The third tab is used to Generate Statements. First, select the Statement Cutoff Date and then Select a Report.
1. On the left side panel, click on Finance & Accounting
2. Select Accounting Tools
3.Choose Accounting Generate Statements Window
4. Open an existing record by clicking on the pen icon, you can also print reports in this section
Click on the customer line for which you wish to view the report and then click [Preview].
The report will open in a new window, and you can review it.
At the very bottom right of the window, you can process the selected customer’s report by clicking [Print] or [Email].