ELITE E-mail Statements

How can I send customer statements directly from Elite?
If you have access to E-mail Statements in Elite, you will be able to send customer statements to one or several customers via e-mail.  NOTE: Customers ...
Mon, 28 Jul, 2025 at 11:47 AM
How do I add banking details to customer statements?
If you have access to E-mail Statements OR Customer Reports AND access to Lookup Editor in Elite, you will be able to send/ export/ view customer statements...
Mon, 28 Jul, 2025 at 4:29 PM
What is a quick way to attach statement transactions when sending customer statements?
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 th...
Mon, 4 Aug, 2025 at 11:24 AM
How can I change the look of my customer statements?
If you have access to E-mail Statements in Elite, you will be able to change the look of customer statements. The steps below can be followed to add the...
Mon, 4 Aug, 2025 at 12:21 PM