Create Statement Batch
Allows you to create many customer statements in a batch and email statements. Print to paper statements are placed in a PDF file for print to paper.
Go to hamburger, Customers, Statement Batches.
Click on New Statement Batch.
Name: Optionally you may create name for batch.
Statement date: Date the statement batch was run.
Transaction start date (required): Start date you would like customer transactions to be included in statement.
Transaction end date (required): End date you would like customer transactions to be included in statement.
Include payment plan (optional).
Memo: Text in the memo field will be shown on customer statement.
Mail Groups (optional): Select groups you would like to include in statement batch.
Customer transaction start date and end date (optional): Used to find customers that had transactions posted in this date range.
Mininum balance: Minimim dollar balance for a customer account that will be included in statement batch. If left blank customers with credit or zero balance will also be included in statement batch.
Payment plan customers only (optional): Only customers with a payment plan will be included.
Customer Categories (optional): Include only customers assigned specific Customer Categories.
Note: If only Transaction Start / End dates are entered, the statement batch will include all customers that have transaction(s) between these dates AND will include all other customers that did not have transaction(s) between the Transaction Start / End dates but have a balance above the Minimum balance.
If Customer transaction start / end dates are entered, the statement batch will include only customers that had transaction(s) between the Customer transaction start / end dates.
Click on Create button.
Review list and adjust as necessary.
Click on Review & Process.
Click on Print and Email Statements.
Customers with email billing method will be emailed the statement.
Customers with address billing method will be added to a PDF file which you can print to paper.
View Statement Batch
Go to hamburger, Customers, Statement Batches, view