View Existing Statements

View past statements in the client profile.

1. Click Lists → Clients and open the client profile.
2. Select the Invoices tab.
3. Scroll down to the Statements section.
4. Click to open each statement.
5. In the dialog, you have the following options for the statement:
   1. Close
   2. Delete
   3. Send - Here you have the options to send the statement via Email or the Secure Messaging Portal
   4. Print