Statements - Messages

Program Menu>Accounts Receivable>Print Statements

Messages

Statement Messages:

This section displays the current messages and allows you to change them. There are four messages that can appear on the statements. (Top, Bottom, Balance Due, and Past Due) Message,

Top Message - This allows you to change the message. The message will show at the top of the statement

Bottom Message - This allows you to change the message. The message will show at the bottom of the statement.

Balance Due - Will only be printed if there is a current account balance.

Past Due Message - Will only be printed if any balance is over 30 days old and a specific past due message is NOT defined.

30-60 Days Past Due Message - This message will only be printed if the oldest balance of this statement is between 30 to 60 days old. If no message is defined then the Past Due Message will be printed.

60-90 Days Past Due Message - This message will only be printed if the oldest balance of this statement is over 90 days old. If no message then the Past Due Message will be printed.

Over 90 Days Past Due Massagee - This message will only be printed if the oldest balance of this statement is over 90 days old. If no message is defined then the Past Due Message will be printed.

Customer Rewards - This will show any balance customer has who is entered in the customer rewards program.

Email Messages:

Subject Line -  This is the subject line for any emailed or faxed statement.

Body Message - This is the body message for any emailed or faxed statements.

Delay

You can set the time delay in minutes for either (Email, Fax, or Print). This is useful if you are sending out a lot of statements at once.

Generate - When you click the generate button, the program will process all the transactions for the selected customers. Depending on the number of customers selected and the number of transactions involved, this could take several minutes to complete. Then if you did not choose to bill all customers, you will be asked if more customers are to be billed. If you answer Yes, you will be returned to the PRINT  STATEMENTS menu in order to choose another range of customers

* Note: There is a field in the customer record labeled No Statement. The Print Statements program uses this field to determine whether to print the customer's statement. With this field checked, no statements will be printed for the customer regardless of any other settings in Print Statement. The only exception is to print a statement for an individual customer. An individual customer statement will print regardless of the No Statement field value.