How to Print an Account Statement

• Login to Retail 365
• Press the Accounts button
• Tick the account you would like to view and select the Statement option
• Select the date you would like to run the statement for

• Notes can be added to the statement if needed
• If window envelopes are being used there is an option to tick Use Envelope Settings, the dimensions of your envelope window can be entered here
• Press Generate to preview the statement

• Press the Print button to print the statement
• Press Back to Accounts to return to the main accounts screen

How to View Account Transactions

• Login to Retail 365
• Press the Accounts button
• Tick the account you would like to view and press the Transaction List button, enter the date, notes & envelope settings as required in the same way you do so for the account statements above