Print statements (AR503500)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

You use this window to print or email statements for the selected statement cycle in accordance with customer settings.
Also, you can view unprocessed statements or already-processed statements.

Button Description
Process Initiates processing of the statements you have included (by selecting the unlabelled check boxes in the table) for the selected cycle.
Process all Initiates processing of all statements (listed in the window) of the selected cycle.
Inquiries

List of inquiries you can navigate to from this window:

Here, you can specify selection criteria to narrow the statements displayed in the table.
Statements were prepared in the format required for printing or sending by email (or both), as specified for each customer or customer class, and can be either sent by email or printed for mailing.

Element Description
Actions The action to be applied to the statements selected for processing:
  • Print statement:
    Select this action to print statements prepared for printing.
  • Email statement:
    Select this action to generate emails for statements in accordance with the STATEMENT mailing settings.
  • Mark as: do not email:
    Select this option to mark statements as not requiring emailing.
  • Mark as: do not print:
    Select this option to mark statements as not requiring printing.
  • Regenerate statement:
    Select this action to regenerate and prepare the most recent customer statements.

Statement cycle

A statement cycle whose statements will be processed.

Statement date

The date of the statements.
Branch The branch for which you want to view statements.

Foreign currency statements

A check box that indicates (if selected) that foreign currency statements should be included in processing.

Show all

A check box that indicates (if selected) that all statements (processed or not) will be displayed in the table.

Message

In this field, you can write a free-form message connected with the statement.

This table displays the statements matching the criteria defined in the top part. You can use the unlabelled check boxes to select statements for processing.

Column Description

Customer

The unique identifier of the customer.
Customer name The name of the customer.

Statement balance

The balance of the customer's statement in the base currency.

Overdue balance

The overdue balance of customer's statement in the base currency.
Currency The currency of the statement.

FC statement balance

The balance of the statement in the foreign currency.

FC overdue balance

The overdue balance of customer's statement in the foreign currency.

FC statement balance

A check box that indicates (if selected) that the statement is in the foreign currency.

Do not print

A check box that indicates (if selected) that it is not required to print the statement in accordance with the customer settings in the Customers (AR303000) window.

Printed

A check box that indicates (if selected) that the statement has been printed in accordance with the customer settings in the Customers (AR303000) window.

Do not email

A check box that indicates (if selected) that it is not required to email the statement to the customer in accordance with the customer settings in the Customers (AR303000) window.

Emailed

A check box that indicates (if selected) that the statement has been emailed in accordance with the customer settings in the Customers (AR303000) window.

Related concepts

Statement cycles - overview

About the statement processing workflow

About mailings for customers

Manage mailings - overview

Related tasks

Print statements

Print customer statements or send them by email

Prepare statements

Related windows

Prepare statements (AR503000)