The first time you send a statement, the main customer address appears on the statement. If you choose to email the statement, it includes the email address for the main contact. You can change these defaults.

Before you can change your customer statement address, you need to Add a new customer address.

1. From the Contacts dropdown menu, select Customers.
2. Open the relevant customer record.
3. From the Manage dropdown, select Statements.
4. Choose a date and Calculate your statement.
5. Select Manage Statement, then Statement Addresses/Contacts.
6. To change the customer’s email address that you send the statement to, select Statement Email/Contact then the relevant contact.
7. To change the customer’s address that appears on the statement, select Statement Address then select the relevant address.
8. Select Save.

The next time you produce the statement PDF or email it to your customer, it will use the new address.