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How to Print an A/R Account Statement
The A/R Account Statement is a representation of the balances on the A/R Account. The statement can be forwarded to the account holder, based on their preference.
Use the following steps to print an A/R account statement:
1. Click on the Business tab, click Accounts Receivable, and select A/R Account Management.
2. If applicable, enter the Account Number.
3. Click on the Search button. All related results will display in the grid.
Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.
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4. Click on the Action drop-down menu beside the corresponding A/R account and select Print Statement.
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5. If applicable, in the A/R Statement Print dialog box, click on the A/R Revenue Category drop-down menu to select an option.
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6. If applicable, click on the Available Templates drop-down menu to select an alternative option.
7. In the Delivery Method section, select one of the following buttons: Print (Hard Copy), Email or Fax.
Note: Click on the Cancel button to cancel the A/R Statement Print process.