Difference between revisions of "Print Statements"
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| − | == Overview == | + | == Overview == |
| + | |||
| + | 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. | ||
| + | |||
| + | 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 the '''[[Payments]]''' module | ||
| + | *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''' '''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 | ||
| + | |||
| + | 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''' | ||
| + | |||
| + | *Select '''General''' tab | ||
| + | *Select the '''Statement Date''' - this is the effective date of all calculations (eg. days overdue) | ||
| + | *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 | ||
| + | |||
| + | 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> | ||
| + | |||
| + | *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. | ||
| + | |||
| + | <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. | ||
Latest revision as of 16:31, 1 July 2011
Overview
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.
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 the Payments module
- 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 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
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
- Select General tab
- Select the Statement Date - this is the effective date of all calculations (eg. days overdue)
- 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
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 areFax, 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.
