Overview

• Start Date / End Date — Filters the list of statements by statement date.
• Line# — Row selection number; type it to drill into a batch to edit/print.
• Stmt No — Statement (Batch) number.
• Date — Statement date printed on the document.
• Account# — Customer account code.
• Name — Customer name.
• Count — Number of invoices included in the batch.
• Amount — Total amount across invoices in the batch.
• Printed — Indicates whether the statement has been printed.

Footer commands — Line#, Page, Quit, PRint.

• Line# — Open the selected batch to modify (add/remove invoices) or to re‑print.
• PR — Print the statement for the highlighted customer; follow prompts to print current or all in the list.
• Page — Navigate through multiple pages of results.
• Quit — Exit back to the AR menu.

1. Set the Start Date and End Date to your statement period.
2. Review the list; verify Count and Amount.
3. To modify a batch, type its Line# and adjust invoices as needed.
4. Use PR to print: choose the current statement or print all statements in the period.
5. Proceed to Cash Posting to post deposits against the Statement# when payments are received.

• Nothing shows → Expand your date range; confirm statements were created via Create Batch.
• Incorrect Count/Amount → Drill into the batch and verify included invoices; recreate the batch if needed.
• Printed status unexpected → Reprint the statement or confirm prior print events in audit logs.

• Create Batch from Invoices
• Edit Existing Batch
• Create Invoices
• View Created Invoices
• Invoicing Menu
• AR Menu
• AR Introduction
• Standard Key Words & Helpful Tips