How to create a statement

Cheqbook has the ability to create statements which can then be sent to customers. Use the following steps to create a statement.

• Login to https://secure.cheqbook.com
• Select the company you want to work with.
• Click on "Reports" from the menu on the left.
• Click on "Statements"
• Select whether or not to make a statement with "All Open Transactions" (default) or "Custom Range".
• If you have selected "Custom Range", select the dates for that range.
• Select the minimum balance to use.
• Select the customers you want to generate statements for.
• Click "Generate Statements"
• Select "Print Statements(PDF)" to save the generated statements.
• Send the statements to your customers as email attachments or via post.