If a customer requests a copy of their financial statement, you are now able to download a copy from within their account by following these steps:
  1. Click People tab
  2. Search customer's name
  3. Click customer's name to open account
  4. Click Download Financial Statement button
  5. Select season(s)
  6. Click Download
Note: To email financial statement to your customers, please see this article: Email Printable Customer Statements