Generating Individual Statements

A statement contains all transaction activity for a customer for a given period of time (as opposed to a bill, which only contains the current amount due).

Note: For batch statement processing for mat one time, please use the Generate Statements option in the Periodic Processing area of the program. See "Generating and Exporting Statements"

1. From the Main Menu screen, click TENANTS or RECEIVABLES. The Browse Tenant Leases or Browse Customers screen appears with all current leases or active customers displayed in a table.
2. Select how you want to order the tenant or customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria is highlighted in the table.
3. Highlight the tenant/customer record for whom you want to generate a statement and double-click, or click . The Tenant Management screen or Maintain Customer Information screen opens with the Tenant Information tab or Account Summary tab selected.
4. On the Account Summary tab or Account Details tab, click on the toolbar, and select “Generate Statement” from the menu that appears. The Generate Statement Wizard is initiated.
5. Click START. Specify the statement date, due date, beginning balance as of date, and include transactions through date.

Note: The statement date, due date, and beginning balance as of date must be the first day of the month of the transactions being billed, and the include transactions through date must be the last day of the month of the transactions being billed.

6. Select any statement formatfrom the drop-down list.
7. If necessary, check if this is a summary statement (one line per transaction type).
8. Click OK and then click NEXT to generate the statement. When the statement has successfully generated, a green checkmark appears next to the Generate Statement wizard step.
9. Click NEXT to continue. A Print Preview screen opens.
10. Review and confirm the statement information you just set up.
11. Click on the top, left-hand side of the screen to print the statement.

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