Printing Customer Statements

Once you’ve completed the cutoff, you can print statements to send to customers as part of your monthly billing cycle. Additional copies of statements can be printed any time after the current cutoff and before the next cutoff.

To print customer statements

1. From the Closing menu, select Statements and then Print. The Monthly Statements screen appears.

2. Select the customers whose statements you’ll print by doing one or more of the following:

For all customers, leave the Begin Person and Ending Person fields blank.
For a range of customers, click 1 Lookup and 2 Lookup. Then look up the names of the customers for the beginning and end of the range.
For one customer, click 1 Lookup. Then look up the customer.
For specific customer types, click 3 Lookup. Then select one or more types from the list.

Note: All customer types are included on statements by default. To print statements for multiple types, press Ctrl while you select each type.

3. Click Print. The Report Window appears.

4. Print the statements. Then close the Report Window.