Prepare customer statements

For more information: Prepare statements (AR503000).

You can prepare customer statements by using the Prepare statements (AR503000) window. Customer statements will be prepared in the appropriate format to be printed or sent by email. (You can also prepare statements to be sent in both formats.) The statement format depends on the customer settings.

Before you start

Before you prepare customer statements, make sure the payment application process has been performed for the customer accounts associated with the appropriate statement cycles, as described in: About Apply payments automatically.

1. Go to the Prepare statements (AR503000) window.

   Note

   You can use filtering to narrow the documents that are listed when you open the window.

2. Do one of the following:

   • To prepare statements for all statement cycles, click Process all in the window toolbar.
   • To prepare statements for only selected statement cycles, select the appropriate unlabelled check boxes and click Process in the window toolbar.

Related pages

Concepts

• About the statement processing workflow
• Statement cycles - overview
• Manage credit policy - overview

Tasks

• Prepare statements

Windows

• Prepare statements (AR503000)
• Print statements (AR503500)
• Statement cycles (AR202800)