Hello there, @Bob M!
You can customize a template for your customer's statements so you can enter their personal information as the content of the email. I'm here to help you accomplish this.
- Go to Edit.
- Select Preferences.
- Click Send Forms.
- Select Company Preferences.
- Under Email Templates, select Statements.
- Click Add Template.
- Enter your customer's name in the Subject field.
- On the Content section, enter your customer's contact name.
- Select Save.
- Click OK.
In addition, here's an article you can read to learn more about how you can customize an email template: Create Custom Email Templates.
Lastly, I've also included this helpful article that'll help you send your customer's statement using the email template you recently created: Create and Send a Billing Statement.
If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.
