Create Customer Statements
- From the main menu, select Account Billing
Customer Statement.
- Select one of the following:
Historical: If you choose this option, select the period information from the lists. This option also grays out the report parameters fields.
Current (Default): Generates a report for the current period.
- Set the sort order for the statements. You can sort the statements by:
- Customer number
- Transaction date
- Student ID
- Student name
- To print statements for all accounts with an outstanding balance, leave all remaining parameters set to the default of All.
- Select Display Report.
The customer statements display.
View field definitions.
| Bill To | Major Account name and address. |
| Send Payments To | Store's remittance address. |
| The Last Payment date | Date the last payment was posted to the account. |
| Amount | Dollar amount of the last payment posted to the account. |
| Major Account | Name on the major account. |
| Transaction Period | ???
|
| Total Remaining Amount | Balance on the major account. |
| Unapplied Payments | Dollar amount of payments posted to the account that have not been applied to an invoice. |
| Amount Due by | Date the payment is due on the account. |
| Customer Name | Customer name on the account. |
| Customer Number | Customer account number |
| Soc Sec # | Customer's social security number. |
| Student ID # | Student identification number. |
| Date | Date of the transaction. |
| Transaction Reference | Information about the transaction. |
| Transaction Amount | Dollar amount of the transaction. |
| Remaining Amount | Balance on the account. |
| Customer Account Total | Dollar amount totals of the transactions on the account and the customer's balance. |
To print the report, select the Acrobat (PDF) file format. Tell me how...
- Create the report.
With the report displayed, select the Acrobat (PDF) file format from the drop-down list.
- Select the Export link.
- Select Open.
- Select File ► Print.
- Select OK.
- Close the open window.
- To export the statements, select the export format and click Export. Tell me how...
| XML File with report data | |
| CSV (comma delimited) | |
| TIFF file | |
| Acrobat (pdf) file | Use this format to print the report. |
| Web archive | |
| Excel | Report data is formatted in an Excel spreadsheet. |
- Create the report.
- With the report displayed, select the format from the drop-down list.
- Select the Export link.
- Select Open.
The file is opened in the window of the format you selected.
-or-
To save the file in the different format, select Save.
- Close the open window.
