How to Send Customer Statements in Swool.io | Scribe

How to Send Customer Statements in Swool.io

  • 10 steps |
  • 22 seconds
  • SwoolSwool
1
Click "Billing"
2
Click "Statement Run"
3
Statement Run is preset to only send to outstanding accounts, click "Send to Zero" and "Send to Negative" to send to customers with Zero or Negative balances.
4
Click "Send Statements" to send to everyone.

Sending a Statement to One Client

5
Statements can be sent to only one customer too.
6
Click "All Customers"
7
Click "Actions"
8
Click "Send Statement"
9
Click the "Report Date" field and select the date range you want to send the statement for.
10
Click "Send".