How do I send an account aging statement and open memo report?

1. Access the Wholesale Accounts menu from the left navigation panel.
2. Select the wholesale account for which you'd like to send an account statement or memo report.
3. Navigate to the Statements tab.
4. To send the account statement, click the three-dotted button next to the Account Statement option and select Send Account Statement.
5. In the Build Message dialog, review the email content and confirm the recipient's email address, then press Send.
6. To send the memo report, follow the same steps under the Memo Report section.

Related Article: How to Send an Account Aging Statement and Open Memo Report