Generate A Statement From Accounts Receivable

The generate a statement from Accounts Receivable, click on the hamburger menu icon in the top left corner of the navigation bar.

Click on the hamburger menu icon in the top left corner of the navigation bar.

Then navigate to Financials > Accounts Receivables.

Select 'Financials' from the navigation menu on the left side.

Choose 'Accounts Receivables' from the expanded Financials menu.

We can select or search for the account that we wish to generate a statement for.

We can select or search for the account that we wish to generate a statement for

Here you'll see a list of all invoices that are currently open and require settlement. By selecting the statement button on the righthand side, you'll find options for a detailed or summary statement.

We find our options for a detailed or summary statement.

When generating the summary layout statement, the statement can be printed or emailed directly from the PMS.

When generating the summary layout statement

The statement can be printed or emailed directly from the PMS

To limit which invoices appear on the statement, you can change the date range, and thereby change what is displayed in the list and what will appear in the statement to be printed or emailed directly.

to limit which invoices appear on the statement.

We can change the date range…

and thereby change…

Whatever is displayed in the list will appear in the statement to be printed or emailed directly.