See the Document Processing page for details of how to use this function.
| Purpose & Benefits |
|---|
| This function allows you to keep your customers informed of what they owe you. Statements can be printed/emailed at any time, but it’s customary to send them to your customers as part of your regular credit control routine. |
On opening the form, available Filters are displayed in the top third of the screen. The centre third shows (ALL) Customers with outstanding balances. The bottom third of the screen contains options for what to do with the Statements. Statements use the default Statement template – this can be changed in Document Templates (021).
You use the filters at the top to choose which customers are sent statements.
- Set the filters in the top 3rd of the screen appropriately. If you want to create statements for all debtors, leave the range as it appears by default.
- Tick (or untick) the Process box next to each Customer to denote whether the Customer is to get a statement or not.
- Finally, set the Statement options at the bottom appropriately – if generating PDF files an additional option exists to generate Separate documents (rather than 1 file potentially containing hundreds of pages).
Settings
It has it’s own set of settings in program 0.1.1 which allow you to set the default values of many of the Report Options (for example – always set the default Send To value to PDF, saving a copy of the document produced to a specific folder on your server computer rather than the default TASBooks data folder).
