Monthly Statement Screen

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale	TireMaster Plus	TireMaster Corporate

With the Monthly Statement screen, you manage the process of generating customer statements.

Note: This screen is also used when producing real-time statements from the Report List (Customer tab).

Item	Description
Beginning Customer	Lets you define the customer for the beginning of the customer range.
Ending Customer	Lets you define the customer for the end of the customer range.
Customer Types	Lets you define the types of customers for whom you’ll generate statements. All types are selected by default. In TireMaster Corporate, the interstore transfer type is excluded.
Sites	Lets you define the sites for which you’ll generate statements in TireMaster Corporate.
Load List	Retrieves the customers who fall within the defined customer range and match the selected customer types.
Customer Sites	Generates statements only for customers who were added at the selected site or sites in TireMaster Corporate. Note: To use this option, at least one site must be selected.
Invoice Sites	Generates statements for customers with invoices completed at the selected site or sites in TireMaster Corporate. Note: To use this option, at least one site must be selected.
All	Displays customers with balances who receive statements and those who do not. Note: If you generate statements for customers with zero balances, they’re included on the list. For more information, see Define Statement Print Options.
Email	Displays only the customers with balances who receive statements by email.
Print	Displays only the customers with balances who receive printed statements.
Email or Print	Limits the customers displayed to those with balances who receive statements.
Cust#	Displays system-assigned customer numbers.
Site #	Identifies the site where customers were added. In TireMaster Plus and TireMaster Point of Sale, the site number is always 1.
Name	Displays customer names.
Invoices	Displays the number of transactional documents (such as invoices, payments, finance charges, and credit memos) listed on statements .
Current Balance	Displays the amount of money the customer owes you as of today.
Email	Displays one of the following: The last date on which a statement was emailed Note: The Email field is blank for new customers who have not yet been emailed statements. It is also blank prior to the first-ever statement run, after updating to TireMaster 9.3.0. None for customers who do not receive statements by email
Print	Displays one of the following: The last date on which a statement was printed Note: For new customers, the Print field is blank until their statements are printed. It is also blank prior to the first-ever statement run, after updating to TireMaster 9.3.0. None for customers who do not receive printed statements
	Lets you access the Statement Setup screen.
Email	Sends statements to customers who are assigned the email delivery method.
Print	Prints statements for customers who are assigned the print delivery method.
Close	Closes the Monthly Statement screen.