{"id":29703,"date":"2025-02-13T13:39:14","date_gmt":"2025-02-13T13:39:14","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=29703"},"modified":"2025-02-13T13:49:25","modified_gmt":"2025-02-13T13:49:25","slug":"sending-the-account-statement-via-email","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/","title":{"rendered":"Sending the Account Statement via Email"},"content":{"rendered":"<ol>\n<li style=\"text-align: right;\">\n<ol>\n<li style=\"text-align: left;\">Click on\u00a0<strong>\u201cClients\u201d<\/strong>\u00a0from the main menu.<\/li>\n<li style=\"text-align: left;\">Click on\u00a0<strong>\u201cManage Clients\u201d<\/strong>.<\/li>\n<li style=\"text-align: left;\">Click on the client file for whom you wish to send an account statement via email.<\/li>\n<li style=\"text-align: left;\">Click on the\u00a0<strong>\u201cStatement\u201d<\/strong>\u00a0button among the available actions.<\/li>\n<li style=\"text-align: left;\">Click on the \u201c<strong>Email to Client<\/strong>\u201d button.\n<ul>\n<li style=\"text-align: left;\"><strong>Note:<\/strong>\u00a0The \u201cEmail to Client\u201d button will only appear if an email address is defined in the\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-the-client-file\/\">client\u2019s file<\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2131],"tags":[],"class_list":["post-29703","tutorial","type-tutorial","status-publish","hentry","category-manage-clients"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sending the Account Statement via Email - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending the Account Statement via Email - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on\u00a0\u201cClients\u201d\u00a0from the main menu. Click on\u00a0\u201cManage Clients\u201d. Click on the client file for whom you wish to send an account statement via email. Click on the\u00a0\u201cStatement\u201d\u00a0button among the available actions. Click on the \u201cEmail to Client\u201d button. Note:\u00a0The \u201cEmail to Client\u201d button will only appear if an email address is defined in the\u00a0client\u2019s file.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-13T13:49:25+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/\",\"name\":\"Sending the Account Statement via Email - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2025-02-13T13:39:14+00:00\",\"dateModified\":\"2025-02-13T13:49:25+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sending the Account Statement via Email\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sending the Account Statement via Email - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/","og_locale":"en_US","og_type":"article","og_title":"Sending the Account Statement via Email - Daftra Knowledge Base","og_description":"Click on\u00a0\u201cClients\u201d\u00a0from the main menu. Click on\u00a0\u201cManage Clients\u201d. Click on the client file for whom you wish to send an account statement via email. Click on the\u00a0\u201cStatement\u201d\u00a0button among the available actions. Click on the \u201cEmail to Client\u201d button. Note:\u00a0The \u201cEmail to Client\u201d button will only appear if an email address is defined in the\u00a0client\u2019s file.","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-02-13T13:49:25+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/","name":"Sending the Account Statement via Email - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2025-02-13T13:39:14+00:00","dateModified":"2025-02-13T13:49:25+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-account-statement-via-email\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Sending the Account Statement via Email"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/29703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":3,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/29703\/revisions"}],"predecessor-version":[{"id":29709,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/29703\/revisions\/29709"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=29703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=29703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=29703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}