User Manual

50772 171 12/04 Issue # 2

Grace Period

Specify how many days after the statement date you will allow receipts to be recognized and

included on this statement.

Sort Order

Statements can be sorted by account id, account name or statement number.

Format

Three statement formats are available:

Balance Forward This statement starts with the account's previous

balance (from the last statement) followed by lists

of new invoices and receipts.

Open Item This statement lists all unpaid invoices along with

receipts applied to them. Unpaid balances are

aged.

Balance Forward (List Tickets) This is a hybrid statement that includes an invoice

(list of unpaid tickets) and a balance forward

statement.

Statement Note

Enter up to a 100 character message that will appear on each invoice.

Apply Finance Charge

Check this box if you want to calculate and apply finance charges on this statement. Finance

charge rates are specified in the payment terms for an account and are assessed on invoices that

are a specified number of days overdue.

Print Balances on or Over

Check this box if you want to limit the number of statements that will print based on the statement's

balance due. Enter the balance due limit in the control to the right.

Three output options are available when generating statements.

Print Statements Regular statements.

Print Statement Summary Report A summary line per statement.

Print Statement Detail Report List invoices and receipts on the statement

grouped by statement number in report format.

Previously generated statements can be reprinted based on either a statement number range or a