25 Statements
From TrueERP wiki
Statements
Can you print a Statment?
Select Payments tab Print Statements button The General tab allows you to select All Departments or untick All and select the department from the drop down list A Date range for the Statment Add to Filter Tab (Highlight the customer to filter on) then select the Add to filter tab Select the Execute Filter tab to view the filter Select Clear Filter tab to clear a filter Enter a name in the Search by Customer field to search for a customer Tick the radio button to Group Jobs With Customer Tick the radio button to Show Customers with a 0 Balance Select the Select All tab to print all customers - click on Deselect All to unselect Hold down the Ctrl Key and click on each customer that you would like to select to print Auto send will fax or email according to the customer card set up Click on the Preview button to view the statement before printing Click on Print to print the statments If you wish to Fax or Email select the tabs If you want to select the template before printing, click on Choose Template (existing choices are): Statement Statement (Details) Statement (7 Days) Statement (II 7 Days) Statement (II) Statement (Running Balance) Statements can also be exported by selecting the Export tab
Please familiarise yourself with all templates styles to enable you to make a decision as to which one is best for your purposes. NB: You can design your own statement template if preferred. Please refer to templates for further instructions.
Select the 'Choose Template' tickbox. Select the Customer/s you require statements for, e.g. Kidman Select 'Preview' or 'Print' to load the Template Report Selection screen
Select the required template, e.g. 'Statement II' (refer to Templates to select your system default template once you have decided which one suits you best). Select 'OK'.
Statement II for your selected Customer will load as a preview or print out, depending upon your choice.
Select the Auto Send button will produce Statements for the selected customers and automatically send them via each Customers default contact method, e.g. email, FAX, post (print). (Refer to New Customer for details.) If the Customer does not have a default contact method entered, then their statement will be printed ready for posting.
In this example, Kidman's statement will be emailed to the Customer due to the default contact method being set to 'Email'.
Select either the 'Print', 'Fax' or 'Email' button if you wish to choose your method of statement delivery at the time of running your statements. Refer to Preferences/Utilities for instructions on system set-up for emailing and faxing.
Select the Export button to extract Statement data for selected Customer/s, into a text file suitable for loading into spreadsheet format.
A 'Save As' Microsoft Window screen will load. Name your file. Select SAVE. Open the file in Excel Spreadsheet etc to manipulate as required.
When you have completed your Statement run, select 'Close'.
