Generating, viewing, and printing A/R statements

Use the Statements tab to view and print previously generated statements. Additionally, you can use the Statements tab to generate new statements.

To generate statements:

  1. Select Account Receivable > Property A/R Accounts > Statements.
  2. Specify this information:
    Earliest Transaction Date
    Specify the date starting from which the A/R statements must be generated. Only unpaid invoices and unmatched payments are displayed by the system.
    Latest Transaction Date
    Specify the date until which the A/R statements must be generated. Only unpaid invoices and unmatched payments are displayed by the system.
    Include All Transactions
    If you select the check box , all the transactions between earliest and latest transaction dates are incorporated in the statement including invoices that are paid, or payments that are applied to invoices.
    Account Currency
    If this check box is selected, the Account currency is included in the A/R Statement.
    Note: 

    The ARACCOUNTCURRENCY property parameter must be selected.

  3. Click Submit to generate the A/R statement.
  4. Alternatively, select a statement and click Actions > Print Invoice to print an existing invoice.
    Note: 

    The AR statement also includes the total invoice amount, total invoice amount currency, total paid, applied and remaining amount and currency.