The Review Statements Before Delivery window has two views:
To be Printed view
To be Emailed view
The To be Emailed view allows you to select and view the list of statements that you want to email.
You can choose the type of statement you want to email by making a selection in the Statement Type field.
Invoice statements include all open invoices with payments, if any, and their corresponding balances. Quotes and orders never appear on an invoice statement.
Activity statements include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on an activity statement.
Then, you can use the Advanced Filters feature to further identify which statements you want to email. The Customize option is also located in the Advanced Filters window.
When you highlight a statement in the list, you can view the email address, the subject of the email and the email message that will accompany the statement. You can change the entries, if you wish.
To change the default entries that you'd like to use for the email subject and/or message for all of your statements, click the Email Defaults button.