Preview a statement

You can preview statements in any default or custom format.
  1. Select
    Setup
    , then select
    Custom Formats
    .
  2. Right-click a statement format in the list and choose
    Edit
    to open the statement format.
  3. Select preview on the toolbar to open the
    Preview Custom Statement Format
    window where you can select a statement to preview.
You can also preview statements on the
Print Invoices & Statements
screen.
  1. Select
    File
    , then select
    Print Invoices & Statements
    .
  2. Mark the checkbox for each statement you want to preview.
  3. Select
    Preview Selected
    .