Accounts Receivable                     Statements                               Statement Process Definitions

Statement Process Definitions (continued)

Select Customers (continued)

Create Statements For

The information defaulting into these fields is maintained in SedonaSetup / Statement Rules.  Customers with a minimum balance of at least the amount entered in the Minimum Balance field will be considered by the statement generation process.  Typically the AR Balance option is selected with a minimum days past due of 31.  The values that are selectable from the Minimum Days Past Due field are contained in the Sedona Setup / Accounts Receivable Aging Buckets setup.

Branch

If your company is operating under multiple branches, you have the option of selecting one, multiple or all branches in the list.  To select multiple branches, highlight the first Branch selection, then hold down the Shift key while clicking on additional Branches.  If all Branches are to be considered in the batch, click the All option at the top of the list of Branches (All is the default).  If you do not want to see inactive branches, select the Hide Inactive Branches checkbox.

Separate Statement By Billing Address - If your company has customers with multiple billing addresses and it is desired to print a statement for each unique billing address with unpaid invoices, select this option.  If this option is not selected a customer will receive one statement for all invoices sent to all billing addresses.  The Bill To address that will print on the statement will be the customer’s primary billing address.

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