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Launchpad - Account Statements
Location: Launchpad > Left Side > Accounting > Account Statements
Overview: This program prints statements for your customers. Select Account Statements from the Accounting tab, under your table of contents.
Key Features: You can now print Statements with Numbers and Special Characters in the Customers Names.
*Note: A note will be added to the Customer Edits screen when emailing or faxing a statement to a customer.
Definitions:
Customers to report - “ALL” means print statements for all customers that have had any activity or have a balance due. Other options include an Individual customer or by customer Type.
- Individual- Select one customer to print a statement. Select the customer in normal fashion such as by key, number, driver's license number, or name.
- Customer type - With this selection, you can choose which type you would like to process. Then only those customers with that type will be selected.
Customer name from – By default all customers will be printed from A to Z. If for some reason, you only wanted to print customers from A to M, you would change the ending letter to M. Also, a batch that starts with the letter "A" will also include numbers, and batches that end in "Z" will include special characters such as!$%#,
Payment type to report - There are three different selections: Account, Cash, or Account & Cash. If Account is selected, only contracts that are account status will print on the statement. If Cash is selected, only contracts that are NOT account will print on the statement. If Account and Cash are selected, all contracts regardless of the payment method will print on the statement.
Contract status to report - There are three different selections: Open, Open & Closed, Open & Closed & Reservation. Only those contracts that are of the selected status will be printed on the statement.
Only Include contracts through - Checked means that only contracts through the entered date will be included on the statement. With this unchecked, all contracts will be displayed regardless of the date of the contract. This would not normally be used unless you were running statements on the 3rd of the month and you only wanted the contracts through the end of the previous month. Note: Any contracts that have been paid between the through date and the current date will still show paid on the statement.
- Note: if statements are run without using "Only Include contracts through" then invoices will not run at end of the day if they have the mass fax/ email module. Running statements will flag those closed invoices for the day as billed.
Print rent, sale, damage waiver detail – Checked means that the contract’s rent, sale, and damage waiver amounts will be printed on the statement. Unchecked means that only the total amount of the contract will be listed.
Print line item details – Checked means that every item on the contract will be printed on the statement. Unchecked means that no item detail will be printed.
Print line item price – Checked means that the price for each line item will be printed. This option is only available if “Print line item details” are checked.
Print signature – Checked means that the customer’s signature will print on the statement for each contract. This option will only work if you have a signature capture pad and the customer signed on the contract.
Print detailed invoices – Checked means it will print detailed invoices along with the statement. Unchecked will not print any invoices.
Billed Date: If this is checked it will mark the contracts that they have been "billed" ( the customer has been sent an invoice). Normally, this would be unchecked, unless the statement is the invoice.
Print payments – Checked means that all the payments for this customer will be printed on the statement. Unchecked means that no payment detail will be included.
Format – This option allows you to choose what default format you want to have set for your statements.
Heading – This option allows you to choose what format you want to have for the heading of the statement. The options include printing a logo, printing a large logo, and no heading for letterhead paper.
Options
| Print zero balance statements | Checked means statements that have an ending credit balance. In helot words statements that only have contracts that are fully paid leaving a zero balance for the customer. Unchecked means only statements that have a non-zero balance will be printed. |
| Print Credit balance statements | Checked means statements that have an ending credit balance will be printed. Unchecked means statements for customers with an ending credit balance |
| Report All Stores | You can choose which contacts will show on the statement by store number. if this is set to All Stores then all contracts will be selected in spite of store location. |
| Grouping | allows you to print statements by groups (Job ID, Job Site, Contract Status, Contract Info, Aging Date) |
Printers
| Printer Selection | This option allows you to select the printer for the statements. The report printer will be the default. |
| Allow emailing statements | Checked means that statements will be emailed to customers marked in their customer record as email statements. Unchecked means that all statements will be printed rather than emailing. * Note: This is an optional module that must be purchased. If the module has not been purchased, this option will be dim. |
| Allow faxing statements | Checked means that statements will be faxed to customers marked in their customer recorded as fax statements. Unchecked means that all statements will be printed rather than faxing. * Note: This is an optional module that must be purchase. If the module has not been purchased, this option will be dim. |