Billing Adjustments Print Statements Instructions

Use the Billing Adjustments Print Statements Instructions to print statements for customers who have billing adjustment transactions.  The Billing Adjustments Print Statements routine uses the Billing Adjustments information entered during Billing Adjustments Entry.

For additional information, click More.

Directions:

To see directions for...

• Opening the Billing Adjustments Print Statements, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click Billing Adjustments.

  3.  Click Print Statements.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [a] [t].

   

  Billing Adjustments Print Statements Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Billing Adjustments Print Statements Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Statement ID	Enter the defined Statement ID to print statements. (up to 10 characters) Note:  To search for a Statement ID, click Search 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 .
  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 prints statements in customer Zip Code order. Last Name - Sorts and prints statements in Customer Last Name order. Customer ID - Sorts and prints statements in Customer Number order. Property ID - Sorts and prints customer statements in the customer's Property ID order. Carrier Route - Sorts and prints statements in the customer's carrier route order. None - Sorts and prints statements in random order.
  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, Century and slashes optional) 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, Century and slashes optional) 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, Century and slashes optional) 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, Century and slashes optional) 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.
  Minimum Balance	Enter the Minimum Balance the customer must have for a statement to print, if applicable. (6.2 numeric)
  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.
  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) Example:  If your printer jammed on Customer ID 4075, enter 4075 during the restart to indicate it is the customer to start printing. Note:  When you run a restart, make sure that all your other options are the same as the original print run.
  Statement Message Lines Notes:   The Billing Message lines are entered during Billing Message Maintenance. The number of message lines to print on statements is determined by the Billing Parameter Record.
  Message Line 1	To accept the first line of the displayed statement message which will print on all statements, press [TAB] or enter another statement message line. (up to 40 characters)
  Message Line 2	To accept the second line of a message to print on all statements, press [TAB] or enter another statement message line, if applicable. (up to 40 characters)
  Message Line 3	To accept the third line of a message to print on all statements, press [TAB] or enter another statement message line, if applicable. (up to 40 characters)
  Message Code	To print an additional message on the statements, enter the message code. (up to 5 characters) Tips:   To search for a Message Code, click Search or press [CTRL + f]. To create a new Message Code, click Fast Access Maintenance or press [CTRL + o].
  	To begin printing to the Windows™ default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  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.
  	To print to the Print View screen, click here.
  	To escape from the print routine, click Cancel, or press [ENTER]. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Billing Adjustments Print Statements Sample.