If you have access to E-mail Statements in Elite, you will be able to attach invoices, credit notes and customer payments to the e-mail that is sent with the customer's statement. 



STEPS: 


1. Click the left Hamburger menu icon.

2. Click on the Customers menu

3. Open the E-mail Statements module.

4. The following attach statement transactions as .pdf docs are available:


  • Attach Invoices and Credit Notes:

Any invoices and credit notes will be e-mailed with the statement as PDF attachments.

  • Attach Customer Payments:

Any receipts (Point of Sale and Back office) will be e-mailed with the statement as PDF attachments.


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