Create a Date Range Customer Statement

Use this procedure if you're using specific date information for billing purposes. You can select the date range for transactions in this procedure. You can also limit the statements by major account, customer number, student ID, or customer. Commonly done for the month. Should be run before creating invoices in CARRR application.

1. From the main page, select Account Billing Date Range Customer Statement.
2. Select the Sort Order in which to print the statements. View options.

• Customer Number
• Transaction Date
• Student ID
• Student Name

3. Set the beginning and ending dates for the information on the report.
4. Select the option for choosing the account. View options.

Select the All or Individual radio button depending on how you want the report to display.

Note: If you select Individual, enter the appropriate information in the adjacent text field.

• Major ID
• Customer number
• Student ID
• Customer name

5. Click Display Report.

The customer statements are displayed. View field definitions

6. To print the report, select the Acrobat (PDF) file format. Tell me how...

   1. Create the report.

   2. With the report displayed, select the Acrobat (PDF) file format from the drop-down list.

   3. Click the Export link.
   4. Click Open.
   5. Click File Print.
   6. Click OK.
   7. Close the open window.

7. To export the statement, select the export format and click Export. Tell me how...

1. Create the report.
2. With the report displayed, select the format from the drop-down list.
3. Click the Export link.
4. Click Open.

The file is opened in the window of the format you selected.

-or-

To save the file in the different format, click Save.

5. Close the open window.