Previewing a statement

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

You can preview statements within any default or custom format.

  1. Choose Setup > Custom Formats.
  2. Right-click a statement format in the list and choose Edit to open the statement format.
  3. Click the Preview button button in the toolbar to open the Preview Custom Statement Format dialog, where you can select a statement to preview.

You can also preview statements on the Print Invoices & Statements screen.

  1. Choose File > Print Invoices & Statements.
  2. Mark the checkbox for each statement you want to preview.
  3. Click the Preview Selected button.

For information on navigating through the statements you selected to preview, see Preview screen overview.

Share This