Reprinting Statements

After statements have been generated and/or printed, they can be reprinted as many times as you would like.

Statements can be printed for individual customers OR in bulk according to a particular date or date range.  PDFs of customer statements are saved on the terminal when emailed from that terminal.

Statements for subagents create a PDF every time you preview or print them. These can then be reprinted from the computer the statements were printed from originally.

Reprint Individual Statements

1. From the main screen of Retailer, click on the Customers icon.
2. Search for the customer for whom you would like to reprint a statement.
3. On the menu that appears (or click on Menu), click on Customer Statement.
4. Under Options, select Reprint Statement.
5. Click on the particular statement that you want to print and click Preview / Print.

Reprinting Multiple Statements

You can only reprint multiple statements if they were first created using Customers -> Customer Statements

1. From the main screen of Retailer, click on Customers -> Customer Statements.
2. Tick Reprint Statement.
3. The date of each statement batch run, as well as the type (Printed or Emailed) will be shown in a list.
   Select the desired batch of statements.
4. Click on Preview / Print.
   

Reprinting Subagent Statements 

This is for Newagencies Only

To reprint subagent statements, follow the following steps:

1. On the top menu bar of Retailer, click on Customers -> Subagent Statements.
2. Click on the View PDF button.
3. Look for and select the most recent statement to print for the particular subagent. The filename is displayed as yy-mm-dd(customer number).pdf.
   NOTE: To make it easier to search for the correct statement:
• Click on the View Option button (if it is available) and select Details. Depending on your version of Windows, that may be a menu option on top.
• Click on the Date Modified column header to order the list by date.
4. Click Open. The statement will now be displayed as a PDF and can be viewed/printed.

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