Print statements
Statements can be printed in two formats Email or Print and Mail. The selected format for each client is set on the Client’s A/R/Collection page and is shown with either an Email icon or a Print icon on the Statement Print page.
A Check Email button checks that the associated email address of the credit contact for each client is within the correct email domain for the client. The process will create a report of any problems. Any clients who do not have an email address populated will be excluded from the report.
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Select the statements that are to be printed. Select from either No Bills or With Bills. The bills are created as pdf documents that print behind the associated statement if the system is set to behave like this.
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Select the format to be used from the drop-down selection box and click Print. If the Email option has been selected only those clients who have the email icon attached to them will be sent the statement, and if the Print and Mail option is selected only those clients who have the print icon attached to them will be sent the statement.
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If the Print and Mail option has been used it is important to close the Report Viewer window by clicking Close and confirm whether they printed correctly. Once they have been confirmed as printed the status of the statements is updated and they will no longer appear on the Statement list.