Follow this procedure to print many statements at one time.
To bulk print statements:
- Go to one of the following:
- Customers > Accounts Receivable > Print Checks and Forms. On the Printing page, click Statements.
- Customers > Accounts Receivable > Generate Statements.
- In the Statement Date field, accept or enter the date you want to appear on your statements.
- Note: The system also uses this date to calculate aging.
- (Optional) Enter a start date for your statements.
- This is the date of the oldest transaction you want to appear on the statement.
- If you do not enter a start date, the Balance Forward does not appear and all transactions in the customer’s history appear on the statement.
- (Optional) If you want to generate statements for customers with no outstanding balances, check the Include Zero Balances box.
- (Optional) If you want to include only open transactions, check the Show Only Open Transactions box.
- If you choose to show only open transactions and do not include a start date, the statement includes all open transactions in your customer’s history.
- Note: The Show Only Open Transaction option is most useful for statements printed as of your current today date. If you select Show Only Open Transactions and are using a date other that today’s date, you may have balance discrepancies.
- If you use the Consolidated Payments feature, check the Consolidated Statements box to print out statements showing the overall balance for the customer-subcustomer hierarchies customers are a part of. Clear this box to print a statement showing only the balance for this customer.
- Choose customers to receive statements. You can click the box at the top to select all customers in the list. Click the box again to clear the box for all customers.
- Click Customize to customize the list to filter the customers listed or to add or remove columns.
- When you are finished, click Print.