How to Email an Account Statement
1. Open the Account record.
2. Click the Account Statement button.
3. Next to Download PDF, click Email.
4. A pop-up will appear, similar to sending an Invoice or Memo, with pre-filled information:
Contact First Name
Contact Last Name
Email
CC (optional)
Attach extra files (optional)
5. Adjust the fields and upload files if needed, then Send the statement.
