Print Statements - Revision history

Simon Clive at 05:31, 1 July 2011

2011-07-01T05:31:14Z

Simon Clive at 04:13, 1 July 2011

2011-07-01T04:13:40Z

Simon Clive at 04:12, 1 July 2011

2011-07-01T04:12:59Z

Simon Clive at 03:57, 1 July 2011

2011-07-01T03:57:46Z

Simon Clive at 03:56, 1 July 2011

2011-07-01T03:56:59Z

Simon Clive at 03:54, 1 July 2011

2011-07-01T03:54:54Z

Simon Clive at 03:53, 1 July 2011

2011-07-01T03:53:50Z

Simon Clive at 03:53, 1 July 2011

2011-07-01T03:53:01Z

Eliza at 02:05, 9 March 2011

2011-03-09T02:05:46Z

Eliza at 04:06, 2 March 2011

2011-03-02T04:06:47Z

@@ Line 25: / Line 25: @@
 The '''Print Statements''' button is located in the '''Payments''' module.
-This button allows you to print Customer Statements for '''All''' customers, or a '''Filtered''' criteria of Customers. You have the ability to '''Auto Send''' statements to customers, using their '''Default Contact Method''' (email, FAX or Print). You can also choose a contact method, i.e. email, fax, print, upon selecting the Customer/s you are sending statements to. [[Print_Statements]] allows the user to process the Weekly, Fortnightly, or Monthly statement runs with ease, all from the one screen. Customised Statement templates can be created, allowing the user to insert Company logos to maintain their professional image.
+This button allows you to print Customer Statements for '''All''' customers, or a '''Filtered''' criteria of Customers. You have the ability to '''Auto Send''' statements to customers, using their '''Default Contact Method''' (email, FAX or Print). You can also choose a contact method, i.e. email, fax, print, upon selecting the Customer/s you are sending statements to.Print Statements allows the user to process the Weekly, Fortnightly, or Monthly statement runs with ease, all from the one screen. Customised Statement templates can be created, allowing the user to insert Company logos to maintain their professional image.
 There are a number of statement templates available to cover the broad range of requirements for different business types. You should spend some time familiarising yourself with the different templates before deciding which is most appropriate for your business.

@@ Line 32: / Line 32: @@
 *Select&nbsp; the '''[[Payments]]''' module
-*Select '''Print Statements''' button - Within the Print_Statements screen there are two tabs, '''General''' and '''Options'''
+*Select '''Print Statements''' button - Within the Print Statements screen there are two tabs, '''General''' and '''Options'''
 *Select '''Options''' tab
@@ Line 69: / Line 69: @@
 <br>
-N.B. You should only do this for single or very small print runs as every statement will display individually and require your confirmation to print.
+'''N.B.''' You should only do this for single or very small print runs as every statement will display individually and require your confirmation to print.

@@ Line 32: / Line 32: @@
 *Select&nbsp; the '''[[Payments]]''' module
-*Select '''Print Statements''' button - Within the [[Print_Statements]] screen there are two tabs, '''General''' and '''Options'''
+*Select '''Print Statements''' button - Within the Print_Statements screen there are two tabs, '''General''' and '''Options'''
 *Select '''Options''' tab

@@ Line 37: / Line 37: @@
 *By default, statements show all unpaid invoices. In the first column you can select additional transactions to be
-&nbsp;included on statements including '''Sales Orders, Invoice Back Orders''' and '''Sales Order Back Orders'''. Underneath is
+&nbsp; included on statements including '''Sales Orders, Invoice Back Orders''' and '''Sales Order Back Orders'''. Underneath is
-&nbsp;the option to include '''Paid Invoices''' '''E.g.''' Invoices raised and paid in the date range
+&nbsp; the option to include '''Paid Invoices''' '''E.g.''' Invoices raised and paid in the date range
 *Select whether you want statements to be based on the '''Sales Date''' or '''Due Date'''. Selecting '''Due Date''' effectively
@@ Line 52: / Line 52: @@
 *Select a '''Date Range''' - invoices prior to the date range will not be displayed individually but instead will be summarised
-&nbsp;as an opening balance
+&nbsp; as an opening balance
 *If you want to send to specific customers only, you can '''Select''' from the list displayed, '''Search''' by Name or '''Create a Filter'''<br>

@@ Line 37: / Line 37: @@
 *By default, statements show all unpaid invoices. In the first column you can select additional transactions to be
-&nbsp;&nbsp; included on statements including '''Sales Orders, Invoice Back Orders''' and '''Sales Order Back Orders'''. Underneath is the&nbsp; &nbsp; &nbsp;&nbsp; option to include '''Paid Invoices''' '''E.g.''' Invoices raised and paid in the date range
+&nbsp;included on statements including '''Sales Orders, Invoice Back Orders''' and '''Sales Order Back Orders'''. Underneath is
 *Select whether you want statements to be based on the '''Sales Date''' or '''Due Date'''. Selecting '''Due Date''' effectively
-&nbsp;&nbsp; means that only overdue invoices will be shown on the statement
+&nbsp; means that only overdue invoices will be shown on the statement
 *Select the order for invocies to be displayed on the statement '''E.G Days Outstanding'''
@@ Line 50: / Line 52: @@
 *Select a '''Date Range''' - invoices prior to the date range will not be displayed individually but instead will be summarised
-&nbsp; as an opening balance
+&nbsp;as an opening balance
 *If you want to send to specific customers only, you can '''Select''' from the list displayed, '''Search''' by Name or '''Create a Filter'''<br>

@@ Line 31: / Line 31: @@
 '''How to Print Statements'''
 *Select&nbsp; the '''[[Payments]]''' module
-*Select ''[['Print Statements|'Print Statements]]'''''Print Statements''' button - Within the [[Print_Statements]] screen there are two tabs, '''General''' and '''Options'''
+*Select '''Print Statements''' button - Within the [[Print_Statements]] screen there are two tabs, '''General''' and '''Options'''
 *Select '''Options''' tab
@@ Line 63: / Line 63: @@
 *Select '''Auto Send''' to generate and send statements in the preferred method as recorded in the customer file.
 *The options are'''Fax, Email''' and '''Print '''
 *Select '''Preview''' to view the statement on-screen prior to printing.
-−
 N.B. You should only do this for single or very small print runs as every statement will display individually and require your confirmation to print.

@@ Line 23: / Line 23: @@
 == Overview  ==
-The Print Statements button is located on the Payments tab.
+The '''Print Statements''' button is located in the '''Payments''' module.
-This button allows you to print Customer Statements for 'all' your Customers, or a selected criteria of Customers. You have the ability to Auto Send statements to customers, using their Default Contact Method (email, FAX or Print). You can also choose a contact method, i.e. email, fax, print, upon selecting the Customer/s you are sending statements to. [[Print Statements]] allows the user to process the Weekly, Fortnightly, or Monthly statement runs with ease, all from the one screen. Customised Statement templates can be created, allowing the user to insert Company logos to maintain their professional image.
+This button allows you to print Customer Statements for '''All''' customers, or a '''Filtered''' criteria of Customers. You have the ability to '''Auto Send''' statements to customers, using their '''Default Contact Method''' (email, FAX or Print). You can also choose a contact method, i.e. email, fax, print, upon selecting the Customer/s you are sending statements to. [[Print_Statements]] allows the user to process the Weekly, Fortnightly, or Monthly statement runs with ease, all from the one screen. Customised Statement templates can be created, allowing the user to insert Company logos to maintain their professional image.
 There are a number of statement templates available to cover the broad range of requirements for different business types. You should spend some time familiarising yourself with the different templates before deciding which is most appropriate for your business.
@@ Line 31: / Line 31: @@
 '''How to Print Statements'''
-*Select '''[[Payments]]''' tab
+*Select&nbsp; the '''[[Payments]]''' module
-*Select ''[['Print Statements]]''' button - Within the [[Print Statements]] screen there are two tabs, General and Options
+*Select ''[['Print Statements|'Print Statements]]'''''Print Statements''' button - Within the [[Print_Statements]] screen there are two tabs, '''General''' and '''Options'''
 *Select '''Options''' tab
 *By default, statements show all unpaid invoices. In the first column you can select additional transactions to be
-included on statements including Sales Orders, Invoice Back Orders and Sales Order Back Orders. Underneath is the option to include paid invoices. eg. Invoices raised and paid in the date range
+&nbsp;&nbsp;&nbsp; included on statements including '''Sales Orders, Invoice Back Orders''' and '''Sales Order Back Orders'''. Underneath is the&nbsp; &nbsp;&nbsp;&nbsp; option to include '''Paid Invoices''' '''E.g.''' Invoices raised and paid in the date range
-*Select whether you want statements to be based on the Sales Date or Due Date. Selecting Due Date effectively
+*Select whether you want statements to be based on the '''Sales Date''' or '''Due Date'''. Selecting '''Due Date''' effectively
-means that only overdue invoices will be shown on the statement
+&nbsp;&nbsp;&nbsp; means that only overdue invoices will be shown on the statement
-*Select the order for invocies to be displayed on the statement
+*Select the order for invocies to be displayed on the statement '''E.G Days Outstanding'''
 *Select '''General''' tab
-*Select the Statement Date - this is the effective date of all calculations (eg. days overdue)
+*Select the '''Statement Date''' - this is the effective date of all calculations (eg. days overdue)
-*Select a department or All departments
+*Select a '''Department''' or tick '''All''' departments
-*Select a date range - invoices prior to the date range will not be displayed individually but instead will be summarised
+*Select a '''Date Range''' - invoices prior to the date range will not be displayed individually but instead will be summarised
-as an opening balance
+&nbsp;&nbsp; as an opening balance
-*If you want to send to specific customers only, you can select from the list displayed, search by name or create
+*If you want to send to specific customers only, you can '''Select''' from the list displayed, '''Search''' by Name or '''Create a Filter'''<br>
-−
-a filter
 *Select the '''Group Jobs With Customer''' check box if you want all jobs for a customer grouped on a single statement
@@ Line 60: / Line 58: @@
 *'''Select All''' button selects all of the customers displayed in the list
-*To select multiple customers from the list hold down the CTRL key and select each customer as required
+*To '''Select Multiple''' customers from the list hold down the '''Ctrl Key''' and '''Select''' each customer as required
-*Select '''Choose Template''' check box to choose a template other than the default template.
+*Select '''Choose Template''' check box to choose a template other than the '''Default''' template.
-*Select Auto Send to generate and send statements in the preferred method as recorded in the customer file.
+*Select '''Auto Send''' to generate and send statements in the preferred method as recorded in the customer file.
-small print runs as every statement will display individually and require your confirmation to print.
+N.B. You should only do this for single or very small print runs as every statement will display individually and require your confirmation to print.

← Older revision		Revision as of 04:06, 2 March 2011
Line 22:		Line 22:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	The Print Statements button is located on the Payments tab.
		+
		+	This button allows you to print Customer Statements for 'all' your Customers, or a selected criteria of Customers.
		+	You have the ability to Auto Send statements to customers, using their Default Contact Method (email, FAX or Print).
		+	You can also choose a contact method, i.e. email, fax, print, upon selecting the Customer/s you are sending
		+	statements to. Print Statements allows the user to process the Weekly, Fortnightly, or Monthly statement runs with
		+	ease, all from the one screen. Customised Statement templates can be created, allowing the user to insert Company
		+	logos to maintain their professional image.
		+
		+	There are a number of statement templates available to cover the broad range of requirements for different business
		+	types. You should spend some time familiarising yourself with the different templates before deciding which is most
		+	appropriate for your business.
		+
		+	'''How to Print Statements'''
		+
		+	*Select '''Payments''' tab
		+	*Select '''Print Statements''' button - Within the Print Statements screen there are two tabs, General and Options
		+
		+	*Select '''Options''' tab
		+	*By default, statements show all unpaid invoices. In the first column you can select additional transactions to be
		+	included on statements including Sales Orders, Invoice Back Orders and Sales Order Back Orders. Underneath
		+	is the option to include paid invoices. eg. Invoices raised and paid in the date range
		+	*Select whether you want statements to be based on the Sales Date or Due Date. Selecting Due Date effectively
		+	means that only overdue invoices will be shown on the statement
		+	*Select the order for invocies to be displayed on the statement
		+
		+	*Select '''General''' tab
		+	*Select the Statement Date - this is the effective date of all calculations (eg. days overdue)
		+	*Select a department or All departments
		+	*Select a date range - invoices prior to the date range will not be displayed individually but instead will be summarised
		+	as an opening balance
		+	*If you want to send to specific customers only, you can select from the list displayed, search by name or create
		+	a filter
		+
		+	*Select the '''Group Jobs With Customer''' check box if you want all jobs for a customer grouped on a single statement
		+	*Select '''Show Customers with a zero Balance''' check box if you want statements issued to all customers
		+
		+	*'''Select All''' button selects all of the customers displayed in the list
		+	*To select multiple customers from the list hold down the CTRL key and select each customer as required
		+	*Select '''Choose Template''' check box to choose a template other than the default template.
		+
		+	*Select Auto Send to generate and send statements in the preferred method as recorded in the customer file.
		+	The options are Fax, Email and Print
		+
		+	*Select Preview to view the statement on-screen prior to printing. Note - you should only do this for single or very
		+	small print runs as every statement will display individually and require your confirmation to print.