Prepare statements

Before you start

The system prepares the statements in the format you have specified for each customer, for example to be sent by email or to be printed.

1. Go to the Prepare statements (AR503000) window.
2. Select a date in the Prepare for field. All statement cycles whose next statement date is before or the same as the date in this field are loaded to the table along with the newly created statement cycles with blank next statement dates. You can also prepare the statements in advance.
3. Optional: To include future statement cycles, you can change the date in the Company drop-down list in the top right corner. Click the arrow and change the date.
   
4. Select the check boxes for the cycles you want to process and click Process. If you want to process all the cycles, leave the check boxes unmarked and click Process all.
5. When the processing is finished, is displayed in the left column on each cycle's row.
   
   

What is next?

Continue to the Print statements window to print or email your statements. See Print statements.