AR Statement Letter

Overview

An AR Statement Letter contains details about an invoice including the invoice number, amount paid, finance charges (aka "late fees" - visit the Customer Back Office Setup - Billing Setup article for details), and the remaining balance due. You can generate a statement letter for all of the customers available to a user by just clicking the Aging Report button, or specific customers via Customer Name, Branch Name, or PO Number using the AR Selected Customer grid. 

To use the AR Selected Customer grid:

1. Select from Customer, Branch, or PO Number.
   
   
   
   
2. Enter the PO Number into the PO Number field, the Customer Name into the Customer Name field, or the Branch Name into the Branch Name field.
   
   Customers matching the entered value will populate the below field. 
   
   
   
   
3. Select each entity individually, or click the Select All check box located under the PO Number, Branch, or Customer Name.
   
   
4. Click the Statement Letter button to open a Statement Letter for the selected entities.

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