Statements are used to consolidate sales ledger debt within a report that can be posted or emailed to the customer. To access Sales Ledger Statements, click on Statements from within Processing.
The following screen is displayed:
The statement date is selected by either overtyping the date (today’s date is always used as the default) or by clicking the calendar icon. Statements can be run by Rep Number as specified on an individual Sales Ledger Transaction Account or by an account range. Statements can also be run by individual accounting group.
The ‘Statement Options’ section on the right hand side of the screen is used to govern whether or not Zero Balance Statements or Cash Account statements are printed. If required, place a tick in the box.
If payments are being collected by direct debit, choose the DD Option and enter the collection date
Once the statement run has been configured via these options, select the ‘Create’ option from the top right hand side of the screen.
If any sales ledger transaction accounts contain email addresses a pop up appears to allow the statements to be sent automatically via email:
If email statements are to be sent, then only the statements without an email address will be sent to the default printer.
If you do not want to print all the statements, press ‘Cancel’, otherwise press’ Accept’. Statements will be sent directly to the printer. A message will appear showing the progress of the print and then that the print has completed.