To print or email statements:
Select or type in a new Statement Profile. You can create and save as many statement profiles as you want to speed up selection of the options when printing statements. A statement profile is required to print statements, even if you decide not to save it when you are done.
For the Statement Report, select the Crystal or SSRS report that you would like to use for the statement. This report must already be set up in GP Reports Viewer and must have the parameters required, as detailed in the Modifying a Report for Use with Customer Statement Replacement section. You can have as many different statement reports set up in the system as you would like.
Select whether to print the statements for All Customers or a range. This selection option also allows you to choose to print statements by Customer Class ID range. Note that the selection made here will apply to all the options below in the Balances section.
The Balances section lets you select what customers you would like to include when printing statements based on their open balances. Your options are:
All – this will capture all customers in the range you have selected in Step 3 above for Customer ID’s or Customer Class ID’s.
Flexible Solutions, Inc. – GP Reports Viewer