Where can you view a list of customer statements sent out in the current month?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

The best way to view a list of customer statements sent out in the current month is through the Statement List report found in the Reports center. This report specifically compiles all the statements generated within a specified timeframe, allowing for easy access to historical and recently sent statements. By selecting this option, users can efficiently track their customer communications and gain insights into their billing practices.

Other locations mentioned, such as Customer Details or Customer Overview, do not provide the same direct access to a compiled list of statements for the current month; they focus on individual customer information and overall customer status instead. Similarly, the Settings option pertains to alerts and notifications rather than reports or statements, making it unsuitable for this particular inquiry. Selecting the Statement List report aligns perfectly with the needs of tracking monthly statements sent to customers.

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