Statement Printing Home | FAQs & Troubleshooting

 

Window Details
	Navigation
	Overview
	Fields
	Report Sample

 

How Do I
	Customize Graphical Forms		Recalculate High Balances
	Print a Report, Listing, or Form		Customize Dot Matrix Form Template
	E-mail, Fax, or Print a Form as a PDF		Set Up Dot Matrix Forms with Custom Paper Sizes
	Print a Third Address Line on Preprinted Forms		Set Up Multi-Part Form Printing
	Fax Multiple Forms in Batches		Enter Multiple Values Using Separators

 

Related Topics
	Statement Messages		Multi-Part Form Maintenance
	Report Manager		Bill To Customer Maintenance
	Accounts Receivable Options		Bill To/Sold To Maintenance
	Invoice Data Entry		Finance Charge Calculation
	Repetitive Invoice Entry		Finance Charge Entry
	Cash Receipts Entry		Customer Maintenance

 

Navigation

Select Accounts Receivable Period End Processing menu > Statement Printing.

Overview

Use Statement Printing to print statements for selected customers on preprinted statement forms or plain paper. Statements can also be e-mailed in PDF format to selected customers, if the E-mail Statements check box is selected in Accounts Receivable Options.

Statements are printed using the information entered in Invoice Data Entry, Repetitive Invoice Entry, Cash Receipts Entry, Finance Charge Calculation, or Finance Charge Entry. Name and address information, and invoice and payment detail information can be printed. You can print statements for a range of customer numbers, a group of statement cycles and/or customers with a certain minimum balance, or by the aging category of the customer's oldest balance. You can also print a separate bill-to statement for each sold-to customer, and you can include bill-to invoices on a sold-to customer statement. If the Print Sold To Customer Number on Bill To Statements check box is selected in Accounts Receivable Options, the sold-to customer number is printed under the invoice number for those invoices that have a sold-to customer number.

Note You can print customer statements only if the Print Customer Statements check box is selected in Accounts Receivable Options.

Statements that have been set up as fax enabled can be batch faxed.

If the Job Cost module is integrated with Accounts Receivable, the invoice retention can be printed for job-related invoices.

Note You can save settings in this window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.

Fields

 

Form Code	Customer Status to Print
Description	Zero Balance Customers
Number of Copies	Bill To Invoices on Sold To Customer Stmts
Collated	Credit Balances
Multi-Part Form Enabled	Zero Balance Invoices
Sort Statements By	Operand
Age Invoices as Of	Value
Select Statements with Minimum Balances Of	Keep Window Open After Print
Select Customers with Balance Past Aging Category	Keep Window Open After Preview
Paperless Office Output	Printer/Output
Print Separate Bill To Statement for Each Sold To Customer