Creating and Generating Accounts Receivable Statements

Accounts Receivables Statements itemize invoices, payments, and credits created during a specific date range. You can generate statements for a single account or multiple accounts. You can preview them before mailing, emailing, or faxing them to account holders. To process accounts in multiple properties, you must be logged into a HUB.

1. From the OPERA Cloud menu, select Financials, select Account Receivables, and then select Manage Account Receivables.
2. Click on the account number to go to Manage Account Receivables screen
3. Click I Want To... and select Account.
4. Click Invoices, Manage.
5. On the Manage Account Invoice screen, click + to expand the view to see all invoices.
6. Select invoice(s) from the search table and click vertical ellipses. Click More, Create a Statement.
7. Click Process Statements located in the Account Overview panel under Notifications.
8. Select the options to include in the statement. You can do the following:
   a. Print zero balance, print invoices, and/or include previously printed statements.
   b. Select Balance Forward From dates and Last Posted From/Last Posted To dates.
   c. Select an option from the Order By drop-down list.
9. Select the number of copies to process.
10. Click Process Statements.