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Step 10: Send Statements

Email or Print Owner Statements

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

You are now in a position to send statements to owners and request payment for products and services provided to horses on the property during the month. 

  1. Click View Statements to check the owner statements are correct 

  2. Double check the email settings and enter a BCC to receive a copy of statements 

  3. Add an attachment to send with statements for example a PDF publicity brochure or terms and conditions information sheet.

  4. Click email and print statements. This will open a new tab for all owner statements to be printed, in addition the emails of that statement will be emailed to owners

  5. Once confirmation has been provided that you emails have sent, you can click finish


Congratulations! you have finished your month end and sent out statements to owners.
There is still some more handy information to know once the month end is completed, please check out the guides in the Extras section


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