Statements summarize a dealer's open balance and activity over a period, ready to email or print.

To send a single statement

  1. Open the dealer's detail page from Wholesale.
  2. Click "Email Statement". Pick the date range and confirm the recipient (defaults to billing contact, falls back to primary contact email).
  3. Click "Send to ...". The dealer receives a PDF statement by email.

To preview, print, or download a statement without emailing it, click the "Statement" button on the dealer detail page. The PDF opens in your browser.

To send statements to many dealers at once

  1. In the sidebar under Wholesale, click "Send Statements".
  2. Set the date range (defaults to the current statement period) and click "Update Period".
  3. The list shows every dealer with an open balance. Use "Select All" / "Deselect All" or pick specific dealers.
  4. Click "Send Selected Statements". Confirm. Each selected dealer is emailed a PDF statement.

Bulk sending is the recommended end-of-month workflow. Dealers without any email on file (neither a billing contact email nor a primary contact email) are skipped and flagged in the list; the primary contact email is used as a fallback when the billing email is empty.