How to Preview Statements (How to Publish Statements)

Steps to follow to preview statements

1. Select Accounts Receivable.  

2. Select Statements.  

3. Select Process Statements.  

4. Select Branch = Select the location.  

5. Select a Period = Billing Period (statement period)
   • Period Start Date and Period End Date = for a more specific date rang other than “statement period”
   • Location = for a more specifi Location
   • Contact = Enter the contact’s name if you ONLY want to see their statements
6. Statement Message = Can enter a message that will be displayed at the top of each statement

7. Select Preview Statements.  
   • This will display all outstanding statements for the period selected.

8. Review statements for accuracy before publishing.

9. Once statements are accurate, it is time to “publish”

Checklist before publishing:

1. Statements that need to be sent out/ published should be selected with blue checkmark.
2. Publish Date = the date you would like these to be published (can be today or set in future)
3. Send on Demand Alerts = when selected this will prompt the system to email out ALL selected statements
4. Final step = click the Publish Statements.

Re-publishing statements

Should there be any adjustments done to the an account, the user can republish the statements.

Please follow steps as outlined above.

To refresh statements = click the orange refresh icon found to the left of the statement.

To view a statement PDF = click the PDF icon found to the left of the statement

Published Revision = the number of times the statement has been revised. 0 = first time