House Account Billing | How to Email/print House Account Payments to my Customer

Modified on Mon, 02 Mar 2020 at 01:52 PM

Go to Reports > House Accounts


Use the search bar to find your house account

You can also pick from the list of house accounts shown by default. You can change which house accounts are seen using the house account drop down


Use your mouse to highlight which portion you'd like to email; right click and select Print

You can choose to highlight the whole page or just down until the payments section



Change your destination printer to Save as PDF

This will let you save the document to your computer, rather than printing



Re-name the document to whatever you'd like

From you here, save your file. You will then be able to attach this file to an email


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