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How to print and send an invoice or a statement

Step 1

Go to the transaction or statement >print

 

Step 2

Choose from our default options. You can have bespoke statements

 

Step 3

This will open a separate tab. From here you can

  • email or
  • Save to Arthur and email or share with from within Arthur

 

Step 4

If you save to Arthur go to documents tab in the record>send via email or share with from there. This is linked to understanding documentation

 

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