Use the Print Statements window to fax a single statement to a customer. This is useful if you found you have missed sending a statement to a customer during the process of batch faxing statements at the end of the month. Before you begin this procedure, be sure that you have set this customer up to receive faxed statements. For more information, see Defining Customer Records for Faxed Statements and Defining Fax Statement Parameters.
To fax or e-mail a single statement:
From the A/R menu, select Print Statements to display the Print Statements window.
In the Data Through field, enter the fiscal end-of-month or the statement date. The default entry is the current date, but you can change this. This field accepts variable dating.
In the Age as of field, the system populates this field with the Data Through date. This is the default date but you can change this, if circumstances warrant it. For example, if you are running a statement for a customer from a prior period, you might need to use a date other than the one after the Data Through date. This field access variable dating.
In the Home Branches field, enter the branch or branches for which to fax the statement.
In the Blank Home Branch check box, do one of the following:
Select the check box, if your customer has not been assigned to a home branch. This is the default.
Do not select the check box, if your customer has been assigned to a home branch.
In the Sale Branches field, enter the sale branch for which to fax the statement.
In the Customer field, enter the name of the customer to whom you want to fax a statement.
In the Statement Options field, select Individual Customer(s)
In the Also Print Invoices field, select one of the following to determine whether in addition to the faxed statement, you want to send additional invoices:
Batch Ready Invoices - Prints any of a customer's invoices currently ready for batch printing.
All Open Invoices - Prints all of a customers unpaid and partially paid invoices.
Statement Month Open Invoices - Prints the customer's current month's unpaid and partially paid invoices.
No - Prints only statements and includes no invoices.
In the Ovrd Cust Batch Stmt Flag field, indicate whether or not to override the print flag parameter defined in the Batch Statement field on the Customer Pricing Information window:
Do not select the check box - Does not override the Batch Statement field settings. This is the default.
Select the check box - Overrides the Batch Statement field settings.
Note: Access the Customer Pricing Information window from the Maintenance > Customer > Pricing menu. For more information, see Customer Maintenance.
Leave the Batch Sort By field blank.
Leave the Customer Statement Cycle field blank.
In the Statement Message field, enter a message that you want to appear with each faxed statement. For example, you might thank your customers for their business, or include other relevant and timely information.
Use one of the following to send the statement to the customer:
From the File menu, select Hold to process the statement. The statement is sent to the Outgoing Fax Status Queue for faxing according to the settings on the Fax Memo window. For more information, see Defining Fax Statement Parameters. A message displays at the bottom of the window when the statement is faxed.
From the File menu, select E-mail to send the statement as an attachment to an e-mail message. You must have the Outbound E-Mail companion product to e-mail statements. See Sending E-mails for information about sending the e-mail with the attachment.
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