To generate a statement for an account, you first need to expose the Statement button in the Account layout. Go to Setup | Customize | Accounts | Page Layouts. Edit the desired layout (i.e. Account Layout). Under Buttons, drag Statement to the Custom Buttons area: Screen Shot 2013-09-26 at 10.19.56 PM

To generate a statement, go to the account details page and click Statement. The following page will be displayed: Screen Shot 2013-09-26 at 10.42.13 PM

With the above page, you can:

  • Select a date range for the statement
  • Email the statement
  • Print the statement – right-click on the displayed statement to see the print option
  • You can also edit certain portions of the statement to match your branding. Simply click the Edit Template link and that will lead you to the editor. Note that this requires some knowledge of Email Templates.

This feature is available in the Sep 2013 release.

Was this article helpful?

Related Articles

Comments are closed.

  • About Us

    Kulturra.com builds enterprise apps on the Force.com platform. Our app, Payment Center, is currently one of the top financial apps in Salesforce. Since its launch in 2012, it's now being used by 1000+ Salesforce users and continues to grow.

  • Our Culture

    As a company, we believe in simple. So we build simple applications out of complex processes. We also provide unparalleled customer support because we truly believe that our customers' success is our success. Read more on what our customers say about us.
  • Check Our Customer Reviews

    2015sf_Partner_Available_On_appexchange_RGB_Gray_Border
Copyright © 2012-2017 Kulturra.com, Inc.
21151 S. Western Ave., Suite 215, Torrance, CA 90501, USA
MSA
All trademarks, trade names and logos appearing on the site are the property of their respective owners.
^ Back to Top