Visma Net
Print customer statements or send them by email
You can print customer statements (to send them to customers by postal mail) and send
statements by email in the Print statements (AR503500)
window.
The window lists only statements that were previously prepared.
For details, see: Prepare customer statements.
- Go to the Print statements (AR503500) window.
- In the top part, select the statement cycle for which customer statements will be processed.
- In the Statement date field, check the date of the customer statements to be sure that it is the date you want to use.
- In the Actions field, do one of the following :
- To print statements to send them to customers by postal mail, select
Print statement.
As a result, the system displays the list of customers (for the selected statement cycle) that prefer to get a printed version of a statement or customers that have the Print statement check box selected in the Customers (AR303000) window. - To send statements to customers electronically by email, select Email
Statement.
As a result, the system displays the list of customers (for the selected statement cycle) that prefer to get a statement by email or customers that have Send statements by email check box selected in the Customers (AR303000) window.
- To print statements to send them to customers by postal mail, select
Print statement.
- In the window toolbar, do one of the following:
- To process all the listed statements, click Process all.
- To process only selected statements, select the unlabeled check boxes for the statements and click Process.
Related concepts
About the statement processing workflow
Manage credit policy - overview
Related tasks
Related windows