Fields in the Forms Selection - Print Statements window

Fields in this window

Forms Selection - Print Statements window

Statement Type

Select a type of statement -- Invoice or Activity -- you want to print. Invoice statements display a list of all open invoices and their corresponding balances. Activity statements display a list of all Sales Journal transactions since a specific date.

You can restrict the list of statements by making entries in the other fields in this window.

From: __ to:

These fields appear only if you select Activity as the statement type. Enter the date range of the Sales Journal transactions you want to display.

All Customers

Choose this selection if you want to print statements for all customers in the Card File.

Selected

Choose this selection if you want to print a statement for a specific customer.

Identifiers

Enter as many as 10 identifiers to restrict the list of customers you want to print statements for. All customers that are assigned the identifiers you enter and match the other search criteria youíve entered will be included in the list of statements.

Custom Lists #1, #2 and #3

Enter a custom list entry to restrict the list of customers you want to print statements from. All customers that are assigned the custom list entry and match the other search criteria youíve entered will be included in the list of statements.

Include Customers With Zero Balances

Mark this selection if you wish to print statements for customers that meet all the other search criteria in this window, regardless of whether they have a zero balance for the specified period.

Add Finance Charges to Amount Due

Mark this selection if you wish to include a finance charge amount in the total amount due on statements. The finance charge amount will be printed separately on the statement and included in the total amount due.

Leave this selection blank if you donít want to include a finance charge amount in the total amount due on statements. The finance charge amount will still be printed on the statement, but it wonít be included in the total amount due.

Selected Form for Statements

Select the form layout you use to print statements. You can choose one of the following standard form layouts or any of the custom form layouts you may have created for your forms using the Customize window for the statement you selected in the Statement Type field.

PRE-PRINTED STATEMENT: Choose this selection if you wish to print statements on paper that already has the lines drawn on it. When you print the statements, only the statement information will be printed.

AccountEdgeís PLAIN PAPER STATEMENT: Choose this selection if you wish to print statements on paper without lines already drawn on it. When you print the statements, lines will be drawn with the statement information.

Print Alignment Form button

Click this button to print a sample statement that allows you to determine whether the statement forms loaded in your printer are positioned correctly for printing.

Before you begin printing, remember to load the blank forms in the appropriate printer. When you click this button, the Print dialog box for your computer will appear; click OK to print the alignment statement. If the position of the forms is incorrect, adjust the forms and print another alignment statement. You can print as many alignment statements as you like.

Customize button

Click this button to display the Customize window for the statement you selected in the Statement Type field, where you can adjust the location of various parts of your statements.

Cancel button

Click this button to close this window without recording any changes you made.

OK button

Click this button to accept the entries youíve made in this window. The Review Statements Before Printing window will appear, where you can review information about each statement you selected, as well as choose specific statements to print.

*Statement Type*	Select a type of statement -- Invoice or Activity -- you want to print. Invoice statements display a list of all open invoices and their corresponding balances. Activity statements display a list of all Sales Journal transactions since a specific date. You can restrict the list of statements by making entries in the other fields in this window.
*From: __ to:*	These fields appear only if you select Activity as the statement type. Enter the date range of the Sales Journal transactions you want to display.
*All Customers*	Choose this selection if you want to print statements for all customers in the Card File.
*Selected*	Choose this selection if you want to print a statement for a specific customer.
*Identifiers*	Enter as many as 10 identifiers to restrict the list of customers you want to print statements for. All customers that are assigned the identifiers you enter and match the other search criteria youíve entered will be included in the list of statements.
*Custom Lists #1, #2 and #3*	Enter a custom list entry to restrict the list of customers you want to print statements from. All customers that are assigned the custom list entry and match the other search criteria youíve entered will be included in the list of statements.
*Include Customers With Zero Balances*	Mark this selection if you wish to print statements for customers that meet all the other search criteria in this window, regardless of whether they have a zero balance for the specified period.
*Add Finance Charges to Amount Due*	Mark this selection if you wish to include a finance charge amount in the total amount due on statements. The finance charge amount will be printed separately on the statement and included in the total amount due. Leave this selection blank if you donít want to include a finance charge amount in the total amount due on statements. The finance charge amount will still be printed on the statement, but it wonít be included in the total amount due.
*Selected Form for Statements*	Select the form layout you use to print statements. You can choose one of the following standard form layouts or any of the custom form layouts you may have created for your forms using the Customize window for the statement you selected in the Statement Type field. PRE-PRINTED STATEMENT: Choose this selection if you wish to print statements on paper that already has the lines drawn on it. When you print the statements, only the statement information will be printed. AccountEdgeís PLAIN PAPER STATEMENT: Choose this selection if you wish to print statements on paper without lines already drawn on it. When you print the statements, lines will be drawn with the statement information.
*Print Alignment Form button*	Click this button to print a sample statement that allows you to determine whether the statement forms loaded in your printer are positioned correctly for printing. Before you begin printing, remember to load the blank forms in the appropriate printer. When you click this button, the Print dialog box for your computer will appear; click OK to print the alignment statement. If the position of the forms is incorrect, adjust the forms and print another alignment statement. You can print as many alignment statements as you like.
*Customize button*	Click this button to display the Customize window for the statement you selected in the Statement Type field, where you can adjust the location of various parts of your statements.
*Cancel button*	Click this button to close this window without recording any changes you made.
*OK button*	Click this button to accept the entries youíve made in this window. The Review Statements Before Printing window will appear, where you can review information about each statement you selected, as well as choose specific statements to print.