Generating A/R membership statements report

This report displays a list of transactions for A/R membership accounts.

To generate this report:

  1. Go to Administration > Reports > Accounts Receivable > A/R Membership Statements Report.
  2. Specify this information:
    Property
    The property for which the report is generated. This value is defaulted and is a required field.
    Batch ID
    The batch ID number of the membership. The report includes only the specified batch ID related data. The Batch ID field is a required field.
  3. Select these options based on which the transaction related information is displayed:
    • Batch ID
    • Account ID
    • Invoice ID
    • From Invoice Number
    • To Invoice Number
  4. Sort the report using these options:
    • Account Number
    • Account Name
    • Account Type
  5. Click Print.
    Note: 
    • The default output format is PDF.
    • The report is sorted by default, based on the Account Number.
    • You can select multiple Account and Invoice IDs but only the Accounts and Invoice IDs that are associated with the selected Batch ID are displayed.
    • The value specified in the From Invoice Number and To Invoice Number fields must be associated with the Batch ID, else no records are displayed.