Printing Statement of Accounts
Printing statements begins the aging of accounts and adds finance charges to the account. For more details, click the following link: Aging and Finance Charges.
R.O. Writer recommends printing statements every 30 days for finance charges to calculate correctly. If you need to print a statement before 30 days, R.O. Writer recommends printing the AR Transaction Report or the Customer A/R Transactions Report instead, which provide the same information.
Printing Account Statements
You can print statements for one customer at a time or a group of customers at a time.
To Print Statements
Complete these steps:
-
Click the Statements toolbar button . The Print Statements window opens.
-
Select the type of statement to print.
-
Only customers set up for the type of billing selected are printed.
-
-
Select the date range.
-
Only the transactions that occurred during the data range are included on the statements.
-
All other transactions, charges, or payments are shown as balance forward.
-
-
Click Print. R.O. Writer compiles the matching customers, which display on the Printing Statements window. Customers are listed according to Business Name.
- All customers are selected by default.
- A green checkmark () appears if the customer is selected.
- A red x () appears if the customer is not selected.
- Select which customers to print.
- Double-click customer names to select or de-select customers in the list.
- Click the Select All button to select all customers or Select None buttons to select no customers.
- Click Print.
- Choose the printing options.
- The customer statements print and the files are updated.
- Statements are printed in Business Name order.
Statement of Account Sample