Previewing Customer Statements

 

ONCE THE INITIAL CUSTOMER STATEMENT REPORT HAS BEEN PREPARED THE STATEMENTS CAN THEN BE PREPARED.

FIRST PREVIEW THE STATEMENTS:

 
 
FROM
 
Select the Customer that you want to start printing statements from.
 
 
TO
 
Select the Customer that you want to print statements to.
 
 
CLICK 'PREVIEW'
 
Preview each Statement on screen prior to printing.
 
 
Print
 

To print simply select "Print".

Each statement prints allowing sufficient space at the top and bottom of the page to allow printing directly onto pre-printed letterhead.

On previewing the last customer the system will give you an option to print the statements.

 
 
Print Own Business Name and Address
 

Should you not have any pre-printed stationery on which to print the statements simply tick the box "Print Own Business Name and Address" and the program will create letterhead which will print on each statement.

A Html option allows the emailing of statements - once selected the address of the html statement is given.  The html statement will be saved in the installation folder of Solutions Plus in the name of the customer.

  

Need help? Support is available at 01 8352074 or support@thesaurus.ie.

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