Video of the Month: Email Statements Overview

April 2020    Tags: , , ,

Do you mail out your client statements or email them? Emailing your statements saves time, paper, and postage, and can help you get paid quicker!

The Email Statements Overview video walks you through configuring how emails are sent, formatting how the emails look, and configuring clients to receive email statements.

Watch this four-minute video here:

Training Videos can be accessed at You can also access the videos while in the software by selecting Help | Training Videos.

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