Load Statements (Print/Email)

Access this form using Activities>Accounts Receivable>Customer Statements> Print/Email.

Use this form to print and/or email customer statements. To begin, you must enter a Statement Number, verify the Date and Format (continuous or laser forms), and click OK. The Customer Statements form uses the default print settings setup using the Print Setup button.

Your data is designed to print on a preprinted statement available online. Refer to Preprinted Checks and Forms for a list of part numbers to use when ordering.

  1. After you have completed your selections on the Setup and Filter tabs on the Customer Statement form, click the Save Button.
  2. Select the Statement Name again, and click Print/Email .
  3. On the Print:Load Statements form, enter a Statement Number and click OK.
  4. Once all statements are printed, click the Finish button to complete the printing of customer statements.
  1. After you have completed your selections on the Setup and Filter tabs on the Customer Statement form, click the Save Button.
  2. Select the Statement Name again, and click Print/Email .
  3. On the Email:Load Statements form, enter a Statement Number and click OK.
  4. Click Finish to complete the Processing that creates the statements as attachments.
  5. On the Email Preview form, double-click on each row to preview the statement for each customer. Click the at the top-right of the PDF to close the document.
  6. Once you have previewed the customer statements, click Send to begin generating and sending the email attachments.
  7. After the system completes sending the customer statements, you must click the Finish button to close the Processing form.
  • You should communicate to your customers who elect to receive statements via email, that if they have never received any of their customer statement emails from your organization to do the following:
    • Check to see if their email server is full or blocking your email address; this could cause them not to receive emails from you. This could be resolved by having your customers add your organization’s email address to their address book.
    • Ask that they check their mailbox regularly and ensure that your organization’s email address is not being marked as SPAM by their mail server. This could be resolved by having your customers check their spam filter folder and marking your emails as “not spam.” This will clear the way for future emails from your organization.
  • You only have customized Process Templates and the system changed your option from "Email" to "Print".
    • If you did not set up a <Default> Process Template (Maintain>Email Templates form) for both your Invoices and Customer Statements (Process Type) and later delete the customized process template being used on the Maintain>Accounts Receivable>Customers>Email Tab, the system will change your Email option to Print for every customer that used that customized process template on the Maintain>Accounts Receivable>Customers>Email Tab.

 

Statement Date: Enter a date to print on the statement. The system defaults to the current system date.

Statement Number: Enter the statement number to use for the first actual statement.

Format: Select the type of form that matches the printer-continuous or laser. If statements were created using the Forms Designer module, they also appear in this drop-down list. When selecting continuous forms, click the Print Setup button and change the paper size to "User Defined Form."

Print Alignment: Click this button to properly align forms before beginning the print process.

OK: Click this button to print the statements and begin the email process.