Print Customer Statements
Overview
Printing Customer and Month End Statements with Shafer's Integrated Accounts Receivable Module is flexible and easy. Statements may be printed at any time during the month for a single customer, range of customers or for all customers. Consolidated statements will allow customers with Bill-To/Tenants to receive one statement listing all invoices for all customers. Print only customers with past due balances or all customers with balances. Select not to print customers with credit balances. Include payments made since the last statement date or opt not to include them.
The choice is yours; you customize how your statements will print.
Each time you print statements the option of adding interest charges is also available.
When you generate Interest charges only those customers with billing terms subject to interest will be charged, and only for invoices considered past due according to their billing terms. |
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· Report Options
Various report options will assist you in defining the terms of your statements. Information can be sorted according to customer number, name or zip code. Filters will allow you to print only those customers with past due balances, with balances in general, include paid items or omit customers with credit balances. You may even select a comment to printed on the statements (holiday greetings or company announcements, etc.).
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· Generate Interest
Automatically generate interest for customers just before printing your statements. Any customer who has been exempted from interest charges as defined within the customer master file will remain exempt.
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· Consolidated or Individual
Consolidated statements will allow you to print one statement that will include a customer and all the Bill-To/ Tenant information related to that customer and all of the invoices for those customers. If the consolidate option is not chosen, every customer within your selected range will receive a separate statement, regardless of tenant status.
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· One or All Customers
Shafer's Customer Statement options will allow you to print statements for all customers, only one customer or a range of customers. The range of customers may be listed according to the customer number or the customer name.
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· Review Before Printing
Similar to nearly all other reports within Shafer's Integrated Accounting Software, you will have the option to review the report onscreen before printing. An added feature of Shafer's, either before or instead of printing statements, is the option to generate reports. If you are unsure that you have chosen all of the correct criteria, use the report function and view onscreen to see what will be printed.
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· Print Statements
Print your customer statements with ease using Shafer's Service Industry Software. Or, if a customer states they never received a statement, use the Shafer's email feature to send the file as an Excel, PDF or RTF formatted document immediately. They'll have no excuse not to pay!
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