Sending Statements (A/R) Follow
You can print statements in Printer’s Plan and then mail them to your customers, or you can email PDF copies of the statements.
NOTE: In order to be able to send a statement to a customer, the Statement field in the
customer’s setup window must be set to Send.
Sending a Statement
1. In the A/R section, open Send and click on Statement. A list of customers who have unpaid invoices or credits on their accounts appears.
2. Highlight the customers for which you want to print statements and click Print.
The Print window appears.
3. Select a document from the left side of the window and the options for the document from
the right side.
NOTE: To rename and modify the documents and to select the default options for each document, go to Settings | Printing | Document Options. See the “Settings” chapter in this guide for more instructions.
4. Click Print. Statements for the selected customers will print sequentially.
Sending a Past-Due Notice
1. In the A/R section, open Send and click on Past-Due Notice. A list of customers who have past-due invoices appears.
NOTE: If the Statement field of a customer is not set to Send, that customer will not appear in this list.
2. Select the customers for whom you want to print past-due notices and then click Print. The Print window appears.
3. Select Past-Due Notice from the left side of the window and the print options for the document from the right side.
NOTE: To rename and modify the documents and to select the default options for each document, go to Settings | Printing | Document Options. See the “Settings” chapter in this guide for more instructions.
4. Click Print. Past-Due notices for the selected customers will print sequentially.
NOTE: The printed documents will include only the past-due invoices and not the current invoices.
Sending PDF Copies of Statements and Past-Due Notices
To send the statements and past-due notices as PDF files attached to email, click Email PDF in the Print window.
NOTE: To set up Printer’s Plan for sending PDF copies of documents, see “Emailing PDF
Attachments”.