STATEMENT TO CUSTOMER, SINGLE

To print or email a single customer statement follow the steps outlined below:

1. Navigate to Menus > Customers
2. Find the customer you want to send a statement to.
3. Click the TRX button

4. Pick a statement format to use and click the appropriate button.

• [Statement Trx] = Statement with payment transactions included.
• [Statement Inv] = Statement with a balance due
• [Statement: Print A] = Statement using forms editor

5. Review that the statement message is what you want and that the margins are appropriate.
If okay you can click [OK] to generate it or click [E-mail PDF] to email the statement from Perfect Fit.

Created 9/7/2017 – GE