FAQ - How do I send an Accounts Receivables Statement?

You can send (process) statements from either the Minimized view or the Maximized view in the Manage Accounts screen using the Statements jump.

(For accounts in multiple properties you must be logged in to a HUB that contains those properties.)

The Statements jump displays the Statement for the current selected account. Select Process Account.

If there are multiple accounts, you can select another account at the right to switch to that account's statement.

The Statements jump in maximized view displays the statement for the current selected account. Use the Search filter to add properties and accounts, and choose Open Balance and/or No Balance. Select the statements you want to process from the list,and then select Process Selected Accounts.

2. In the Statement Options screen, select or enter the options to control the content, appearance, and number of copies of the statements.

Print Zero Balance: Print invoices that have a zero (0) balance.

Print Invoices: Print the invoices that are listed on this statement.

Include Previously Printed Statements: Also print invoices that have been printed on previous statements.

Balance Forward From: When using Invoice Date as your Order By field,The date that you specify in the Balance forward From field determines the total open balance for that point in time, and is listed as a single total rather than itemizing on the statement.

Last Posted From/To: Select a date range of transactions (invoices, payments, etc.) that you wish to cover in this statement.

Order By: The option to print statements by Invoice Date, Custom Reference (UDF), Arrival Date, Departure Date, Guest Last Name, or Room number.

Promotional Text: Select to enter a text message to display on the final page of the statement - for example, "Thank you for prompt payment." or "This statement is for your information. No payment is due at this time. Thank you for choosing OPERA Resort in Naples Florida for your recent stay!".

3. Before processing you have the option to change the destination for the statements to Print, Email, Fax, or Preview.

(Here, they are all set on email). You can set them individually (Change Destination link on the record) and then select the Process button, or you can set them all for the same destination by choosing the Select Destination and Process button.

4. The Processing Status screen displays the status of the Statement report. If there are multiple documents to process (such as invoices) those are also listed.

5. After the Statement processing has completed, select Back to return to the Statement processing options screen.