Statement Types
This section allows you to customize multiple statement types, each with different forms of information, and later assign them to specific customers.
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Click HERE to learn more about Statement Types.
Once the statement types have been set up, they can then be assigned to specific customers.
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Account Categories
When printing statements, you can group customers into a particular Account Category. With that, you can control when those customers get statements.
- From the main screen on Retailer, click on Setup -> Customer.
- Click on the Account Categories tab.
- Click Add.
- Type in an Account Category Code and Description.
- Click Save.
Once created, the customers then need to be assigned to the Account Category.
- From the main screen of Retailer, click on the Customers icon.
- Search for a customer by clicking on the magnifying glass button to access the Find Customer Screen.
- Select the customer and click OK.
- Click on the Other tab on the bottom-left.
- In A/C Category, choose the category from the drop-down box.
- Click Save.
Statement Order & Exclusions
You can change the order in which statements print out for customers as well as .
- From the main screen of Retailer, click on Setup -> General.
- Click on the Statements tab.
- To change the order that statements print, select between NUMBER, SURNAME, RUN or STREET in the What order do you want the statements to be printed? drop-down box.
- To stop printing statements for customers in certain Account Categories, select up to three Account Categories in the Exclude customers with these Account Categories drop-down box.
- To stop printing Overdue messages, untick the box marked Print Overdue account rendered messages.
- You can enter custom Overdue or Current Due messages in the bottom boxes.
- Click Save.
Statement Messages
You can add comments that appear at the bottom of statements.
- From the main screen of Retailer, click on Customers -> Customer Statements.
- In Comments, type a message that you want to appear on your statements. You have three lines to type in.
- When statements are previewed/printed, the message(s) will appear at the bottom.