Miscellaneous Receivables Print Statements Instructions

Use the Miscellaneous Receivables Print Statements routine to print customer miscellaneous receivables statements. You can print statements on your pre-printed statement forms or prepare statements for printing by a third party as well as generate paperless statements.

Notes:

You must print statements before you perform the Miscellaneous Receivables Post. After the Post is performed the transactions are no longer in the Transaction file and can not be reprinted on the statements.
To assign and print receipt numbers on the miscellaneous receivables statements, see Statement Parameters Maintenance.
For more information about running reports, see Print View.
For more information about the buttons on the toolbar, see the Reporting Toolbar.
To see an example of the report, click Miscellaneous Receivables Print Statements Sample.

Directions:

To open:

1. Click Daily Work from the menu.

2. Click Miscellaneous Receivables.

3. Click Print Statements.

Or, use the keyboard shortcut: [ALT] [y] [i] [t].

Miscellaneous Receivables Print Statements Window Example:

Miscellaneous Receivables Print Statements Prompt Options Tip: To quickly select or de-select all items listed, click Check All .
Statement ID	Enter the statement ID to print miscellaneous receivables statements. Notes: The statement ID description displays. To search for a statement ID, click Search or press [CTRL + f].
Services	To select the services for which to generate statements, click to check the appropriate services listed.
Companies	To select the companies for which to generate statements, click to check the appropriate companies listed.
Books	To select the books for which to generate statements, click to check the appropriate books listed.
Status	To select the customer statuses for which to generate statements, click to check the appropriate statuses listed.
Categories	To select the categories for which to generate statements, click to check the appropriate batch IDs.
Batches	To select the batches for which to generate statements, click to check the appropriate batch IDs.
Sort	To choose a sort option, click to select the appropriate button. Sort Options: Book/Sequence # - Reports transactions in customer sequence number order within book number order. Zip Code - Reports transactions in Zip Code order. Last Name - Reports transactions in customer last name order. Customer ID - Reports transactions in customer ID order. Property ID - Reports transactions in Property ID order. Carrier Route - Reports transactions in carrier route order. None - Reports transactions in order by the item selected in the list.
Bill Date	The bill date displays. Or, enter another date for the bill date to include on statements. (mmddccyy) Note: The bill date is entered during Billing Message Maintenance.
Due Date	The due date displays but you can enter another date for the due date to include onl statements. (mmddccyy) Note: The due date is entered during Billing Message Maintenance.
Service From	Enter the service from date to include on customer statements, if applicable. (mmddccyy) Note: The service from date that prints on statements can be entered here or it can retrieved from the customer's billing transactions, if specified by the bill format that is set by NDS.
Service Through	Enter the service through date to include on 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 that is set by NDS.
Minimum Balance	Enter the minimum balance the customer must have for a statement to generate, 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 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.
Notes: The billing message lines are maintained during Billing Message Maintenance. The number of message lines to print on statements is determined by the billing format that is set by NDS.
Message Line 1 - 3	The lines of the statement message that will included on all statements display and can be edited. (up to 40 characters)
Message Code	To include an additional message on the statements, enter the message code. 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].
Only Work Order Automation	To only generate statements for mobile work order automation transactions, check this box. And, then make all the selections as you normally would. Or, to only generate statements for transactions that are not automated events, leave this box unchecked. Note: This only applies if you use mobile work orders.
	To begin printing, click Print, or press [ENTER]. Keyboard shortcut: [ALT + p] To print to the Print View window, click Print View . Or, to escape from the print routine, click Cancel .
	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 can 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. In addition, the alignment test depends on the bill format information set during Billing Parameter Maintenance.