View/send a financial statement

To send your client a financial statement:

1. Go to the Clients page
2. Find the client whose financial statement you’d like to view
   
   
   
   
3. Click the More Options button
4. Click View statement from the drop-down menu
   
   
   
   
5. Choose the time frame that you would like to generate the statement for
6. Click Generate Statement
7. Select either the print or email icon (in the top right corner)