Statement cycles
Section Content
Statement cycles - overview
In Visma Net, you can configure statement cycles for collection procedures.
About the statement processing workflow
As described in Statement cycles - overview, the configuration of statements involves creating statement cycles, assigning cycles to customer classes and customers, and deciding whether you need consolidated statements.
About statement schedule types
You can schedule preparation of statements for the selected cycle ID with the help of the options in the Schedule type field:
Choose a statement cycle for overdue charges
These settings only apply if the Set default overdue charge by statement cycle check box on the General settings tab in the Customer ledger preferences (AR101000) window is selected.
Prepare customer statements
You can prepare customer statements by using the Prepare statements (AR503000) window.
Prepare statements
Print statements
Print customer statements or send them by email
You can print customer statements (to send them to customers by postal mail) and send statements by email in the Print statements (AR503500) window.