Accounts Receivable Statements How to Generate & Print Statements
How To Generate and Print Customer Statements (continued)
4. Review the Statement List/Late Fees - Once the process has completed the Statement List will display all customers eligible to receive a statement. If this option was selected to recalculate late fees, those amounts will be displayed in the Late Fee column.
The User should scroll through the list to verify the list of customers and/or the late fee assessment is accurate and statements are ready to be printed.
If the User finds customers on the list that should not receive a statement and/or a late fee, corrections must be made to the customer options first, then the Refresh List process may be launched again.
5. Once satisfied with the list of customers, press the Create Statements button located at the bottom of the Statement List form. This will generate the data file which will be used to print the physical customer statement documents. Once this process has completed, the Preview Statements and BFIS Export buttons will become available.
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