Print Statements

Use Print Statements to print customer statements using the billing information from the Billing Transaction file. You can print statements on your pre-printed statement forms or generate statements that will be printed by a service. Informational messages can be included on the statements. Courtesy statements can be printed or generated if the statement parameter is set for courtesy statements. If a customer has opted for paperless statement and this is not a courtesy statement, then a paper statement will not print.

CAUTION

You must print statements before you perform the Billing Post. After the Billing Post is performed the billing transactions are no longer in the Billing Transaction file and can not be reprinted through this routine. For directions to reprint an individual bill, click here .

Notes:

The Statement Parameters and the Billing Parameter Table control how customer statements are printed.
For information on the types of messages that can be included on statements, see Statement Messages.
For more information about printing courtesy statements, see Print Courtesy Statements.
For more information about running reports, see Print View.
For more information about the buttons on the toolbar, see the Reporting Toolbar.
To see a sample, click statement.

Directions:

To open from the Billing Explorer, click Statements, and then click Bill.

Or, click the Print Statement on the Billing Panel.

Billing Print Statements Window Example:

Print Statements Prompt Options
Statement ID	Enter the defined Statement ID to print statements. Note: To search for a Statement ID, click or press [CTRL + f].
Services	To select the services to print, click to check the appropriate services listed. Tip: To quickly select or de-select all services listed, click the Check All icon.
Companies	To select the companies to print, click to check the appropriate companies listed. Tip: To quickly select or de-select all companies listed, click the Check All icon.
Books	To select the books to print, click to check the appropriate books listed. Tip: To quickly select or de-select all books listed, click the Check All icon.
Status	To select the statuses to print, click to check the appropriate statuses listed. Tip: To quickly select or de-select all statuses listed, click the Check All icon.
Category	To select the categories to print, click to check the appropriate categories listed. Tip: To quickly select or de-select all categories listed, click the Check All icon.
Batches	To select the batches to report, click the check the appropriate boxes.
Sort	To choose a sort option, click to select the appropriate button. Sort Options: Book/Sequence # - Sorts and prints statements in Customer Sequence Number order within Book Number order. Zip Code - Sorts and generates statements in customer Zip Code order. Last Name - Sorts and generates statements in Customer Last Name order. Customer ID - Sorts and generates statements in Customer Number order. Property ID - Sorts and generates customer statements in the customer's Property ID order. Carrier Route - Sorts and generates statements in the customer's carrier route order. None - Sorts and generates statements in the order of the option selected in the drop-down list.
Bill Date	To accept the displayed Bill Date, press [TAB]. Or, enter another date for the Bill Date to print on all customer statements. (mmddccyy) Note: The Bill Date is entered during Billing Message Table Maintenance.
Due Date	To accept the displayed Due Date, press [TAB]. Or, enter another date for the Due Date to print on all customer statements. (mmddccyy) Note: The Due Date is entered during Billing Message Table Maintenance.
Service From	Enter the Service From Date to print on all customer statements, if applicable. (mmddccyy) Note: The Service From Date that prints on customer statements can be entered here or it can retrieved from the customer's billing transactions, if specified by the bill format.
Service Through	Enter the Service Through Date to print on all customer statements, if applicable. (mmddccyy) Note: The Service Through Date that prints on customer statements can be entered here or it can retrieved from the customer's billing transactions, if specified by the bill format.
Account From	Entry Options: To print a range of customers, enter the beginning Customer ID to have a statement print. (up to 12 characters) To include all customers in the statement run, leave this field blank. To print an individual customer statement, enter the Customer ID.
Through	Entry Options: To print a range of customers, enter the ending Customer ID to have a statement print. (up to 12 characters) To include all customers in the statement run, leave this field blank. To print an individual customer statement, enter the Customer ID.
Minimum Balance	Enter the Minimum Balance the customer must have for a statement to print, if applicable. (6.2 numeric)
Restart Account	If your statement run aborted unexpectedly, perhaps during a printer jam, you can restart it. Entry Options: To indicate this is a restart statement run, select the box. Tip: When you select this box, the Restart Account field is activated. To indicate this is not a restart statement run, de-select the box. If this is a restart statement run, enter the Customer ID of the last good statement that printed. (up to 12 characters) Note: When you run a restart, make sure that all your other options are the same as the original print run. Example: If your printer jammed on Customer ID 4075, enter 4075 during the restart to indicate it is the customer to start printing.
Notes: The Billing Message lines are entered during Billing Message Maintenance. For more information on the types of messages available see Statement Messages. The number of message lines to print on statements is determined by the Billing Parameter.
Message Line 1 - 3	The first line of the displayed statement message which will print on all statements displays. If you want to change the message, backspace and enter the new message. While 3 lines are available, you only need to use as many lines as needed. (up to 40 characters per line)
Message Code	To print an additional message on the statements, enter the message code. (up to 5 characters) Tips: To search for a Message, click Search or press [CTRL + f]. To create a new Message, click Fast Access Maintenance or press [CTRL + o].
	To begin printing, click Print. Keyboard shortcut: [ALT + p] Or, to print to the Print View screen, click Print View. Or, to escape from the print routine, click Cancel . Keyboard shortcut: [ALT + c]
Alignment	To check the statement alignment by printing a test pattern on the first statement, click Alignment. Notes: After the test pattern prints, check the alignment. If the form is not aligned, make adjustments and click Alignment. When the form is aligned correctly, proceed by clicking Print. The test pattern will print the Last Read Date, the Present Read Date and the Customer ID in the proper boxes on the form, as specified by your bill format. The alignment test depends on the Bill Format information set during Billing Parameter Maintenance.

Opening Print Statements, click More.
Choosing the statements options, click More.
Viewing a report sample, click .