Print/Email Statements
Ledger / Statements.
The following ‘Print Statements’ screen will display:
Input Fields (adjust as required):
Statement sequence: For alphabetical change to ‘S’ (Shortname)
Transaction sequence: As is or ‘P’ (Posting Date) (Note: These are usually the same)
Ageing date: Leave this a ‘T’ (Taxpoint/document)
Cut-off date: Adjust to the required cut off date
Standard or Overdue message: Input as required (Note: Message length is limited to 50 characters)
By default account with a zero balance or a credit balance will be excluded from the print run. If you want to include these accounts they can be selected from the Options menu.
Click the Print button and the statements will print/email.
Once the statements have been printed and verified use the Exit button to return to the menu. Do not use the Cancel button. Only use the Cancel button if you are going to destroy the statements just printed and start over.