Previewing a statement

Show expandable text

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 Magnifying glass 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.

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